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.
- NAV / 1-Day Return 20.95 / 0.05 %
- Total Assets 3.6 Bil
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Adj. Expense Ratio
- 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.