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Conquer Risk Tactical Rotation CRTBX

Quantitative rating as of
  • NAV / 1-Day Return 10.29  /  0.96 %
  • Total Assets 80.3 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.710%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 1,545%

Morningstar’s Analysis CRTBX

Will CRTBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Conquer Risk Tactical Rotation's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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