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Ensemble Fund ENSBX

Quantitative rating as of
  • NAV / 1-Day Return 14.88  /  0.27 %
  • Total Assets 53.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 52%

Morningstar’s Analysis ENSBX

Will ENSBX outperform in future?

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

Summary

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An incline in People Pillar rating is the primary driver of Ensemble Fund's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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