A middling People rating and a subpar Parent Pillar limit Evolutionary Tree Innovators I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 13.93 / 1.38 %
- Total Assets 22.0 Mil
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 0.00
- Turnover 169%
Morningstar’s Analysis INVNX
Will INVNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.