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Morningstar

GoodHaven GOODX

Morningstar Analyst Rating
Quantitative rating as of
NAV / 1-Day Return
32.70  /  0.06 %
Total Assets
103.5 Mil
Adj. Expense Ratio
1.100%
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
0.16%
Turnover
13%

USD | NAV as of Dec 07, 2022 | 1-Day Return as of Dec 07, 2022, 10:39 PM GMT+00:00

Morningstar’s Analysis GOODX

Will GOODX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GOODX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GOODX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GOODX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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GoodHaven's Average Process Pillar and People 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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