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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%

Morningstar’s Analysis GOODX

Will GOODX outperform in future?

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

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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