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iMGP SBH Focused Small Val Ins PFSVX

Quantitative rating as of
  • NAV / 1-Day Return 13.71  /  0.29 %
  • Total Assets 50.9 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

Morningstar’s Analysis PFSVX

Will PFSVX outperform in future?

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

Summary

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Weakness in iMGP SBH Focused Small Val Ins's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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