An average Process Pillar and a subpar Parent Pillar help limit Issachar N to a 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.
- NAV / 1-Day Return 10.32 / 0.58 %
- Total Assets 26.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.860%
- Distribution Fee Level High
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style —
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 3,361%
Morningstar’s Analysis LIONX
Will LIONX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.