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13D Activist I DDDIX

Quantitative rating as of
NAV / 1-Day Return
20.94  /  0.28 %
Total Assets
196.2 Mil
Adj. Expense Ratio
1.500%
Expense Ratio
1.510%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Mid-Cap Blend
Investment Style
Small Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00
Turnover
60%

Morningstar’s Analysis DDDIX

Will DDDIX outperform in future?

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

Summary

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A drop in its Process Pillar rating is the primary driver of 13D Activist I's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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