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1919 Financial Services A SBFAX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis SBFAX

Will SBFAX outperform in future?

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

Summary

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1919 Financial Services A’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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