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Towle Deep Value TDVFX

Quantitative rating as of
NAV / 1-Day Return
17.27  /  1.93 %
Total Assets
109.8 Mil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.00
Turnover
50%

Morningstar’s Analysis TDVFX

Will TDVFX outperform in future?

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

Summary

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Towle Deep Value's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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