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Quantitative rating as of
  • NAV / 1-Day Return 34.45  /  1.15 %
  • Total Assets 110.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 13%

Morningstar’s Analysis GOODX

Will GOODX outperform in future?

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



GoodHaven's Average People Pillar and Process Pillar ratings hold this strategy's 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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