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Morningstar

Easterly Snow Small Cap Value I SNWIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 48.36  /  0.10 %
  • Total Assets 26.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 62%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SNWIX

Will SNWIX 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 SNWIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SNWIX 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 SNWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Easterly Snow Small Cap Value I earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. 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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