Advertisement
Skip to Content

Rondure Overseas Institutional ROSIX

Quantitative rating as of
  • NAV / 1-Day Return 11.48  /  0.26 %
  • Total Assets 16.5 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.08%
  • Turnover 103%

Morningstar’s Analysis ROSIX

Will ROSIX outperform in future?

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

Summary

|

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

Unlock our full analysis with Morningstar Investor