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Mar Vista Strategic Growth Institutional MVSIX

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%

Morningstar’s Analysis MVSIX

Will MVSIX outperform in future?

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

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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