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Morningstar

Mar Vista Strategic Growth Institutional MVSIX

Morningstar Analyst Rating
Quantitative rating as of | See Mar Vista Investment Hub
  • NAV / 1-Day Return 22.58  /  1.18 %
  • Total Assets 68.5 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 26%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MVSIX

Will MVSIX 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 MVSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MVSIX 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 MVSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An upgrade in its Process Pillar rating is the primary driver of Mar Vista Strategic Growth Institutional's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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