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.
- 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.