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Morningstar

Hundredfold Select Alternative Svc SFHYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.48  /  0.36 %
  • Total Assets 256.5 Mil
  • Adj. Expense Ratio
    2.450%
  • Expense Ratio 2.900%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.19%
  • Turnover 505%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis SFHYX

Will SFHYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFHYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SFHYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SFHYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Hundredfold Select Alternative Svc'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 most expensive quintile among peers.

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