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Kempner Multi-Cap Deep Value Instl FIKDX

Quantitative rating as of
  • NAV / 1-Day Return 10.71  /  0.56 %
  • Total Assets 34.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 4.16%
  • Turnover 33%

Morningstar’s Analysis FIKDX

Will FIKDX outperform in future?

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



A middling Parent Pillar and a subpar Process Pillar help limit Kempner Multi-Cap Deep Value Instl to a 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-highest quintile among peers.

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