Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 6.39 / 0.16 %
- Total Assets 39.9 Mil
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Adj. Expense Ratio
- Expense Ratio 2.480%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Mid Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 9.10%
- Turnover 34%
Morningstar’s Analysis MDCEX
Will MDCEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.