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.
- NAV / 1-Day Return 9.41 / 0.00
- Total Assets 14.1 Mil
Adj. Expense Ratio
- 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.