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Morningstar

MH Elite Select Portfolio of Funds MHESX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 5.28  /  0.00
  • Total Assets 6.5 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 2.110%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.00
  • Turnover 8%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 1:31 AM GMT+00:00

Morningstar’s Analysis MHESX

Will MHESX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MHESX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MHESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MHESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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MH Elite Select Portfolio of Funds earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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.

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