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Navigator Equity Hedged I NAVIX

Quantitative rating as of
  • NAV / 1-Day Return 8.79  /  0.34 %
  • Total Assets 30.4 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.370%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.49%
  • Turnover 728%

Morningstar’s Analysis NAVIX

Will NAVIX outperform in future?

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

Summary

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Navigator Equity Hedged I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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