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Fisher IIG US Sm Cap Eq IUSCX

Quantitative rating as of
NAV / 1-Day Return
10.95  /  0.18 %
Total Assets
174,569.0
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00
Turnover
24%

Morningstar’s Analysis IUSCX

Will IUSCX outperform in future?

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

Summary

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Fisher IIG US Sm Cap Eq’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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