Advertisement
Skip to Content
Morningstar

Conquer Risk Tactical Opportunities CRTOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.84  /  1.84 %
  • Total Assets 48.0 Mil
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.900%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 1,484%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis CRTOX

Will CRTOX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRTOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CRTOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CRTOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Conquer Risk Tactical Opportunities's Average People Pillar and Process 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 second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor