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LGM Risk Managed Total Return Ins LBETX

Quantitative rating as of
  • NAV / 1-Day Return 9.41  /  0.00
  • Total Assets 14.1 Mil
  • Adj. Expense Ratio
    2.320%
  • Expense Ratio 2.490%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 3,065%

Morningstar’s Analysis LBETX

Will LBETX outperform in future?

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

Summary

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Weakness in LGM Risk Managed Total Return Ins's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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