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1789 Growth and Income C PSECX

Quantitative rating as of
NAV / 1-Day Return
15.70  /  0.63 %
Total Assets
31.8 Mil
Adj. Expense Ratio
2.000%
Expense Ratio
2.020%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.18%
Turnover
10%

Morningstar’s Analysis PSECX

Will PSECX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit 1789 Growth and Income C to a Morningstar Quantitative Rating of Negative. 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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