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EquityCompass Quality Dividend A QDVAX

Quantitative rating as of | See Stifel Investment Hub
  • NAV / 1-Day Return 12.29  /  0.97 %
  • Total Assets 64.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.49%
  • Turnover 32%

Morningstar’s Analysis QDVAX

Will QDVAX outperform in future?

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

Summary

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Weakness in EquityCompass Quality Dividend A's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

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