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RBB Free Market US Equity Instl FMUEX

Quantitative rating as of
  • NAV / 1-Day Return 20.95  /  0.05 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.01%
  • Turnover 7%

Morningstar’s Analysis FMUEX

Will FMUEX outperform in future?

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

Summary

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A middling Parent Pillar rating and a subpar People Pillar limit RBB Free Market US Equity Instl to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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