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Terra Firma US Concntr Rlty Eq Open TFREX

Quantitative rating as of
NAV / 1-Day Return
18.31  /  0.83 %
Total Assets
27.8 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Real Estate
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Limited
TTM Yield
1.97%
Turnover
20%

Morningstar’s Analysis TFREX

Will TFREX outperform in future?

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

Summary

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An incline in Parent Pillar rating is the primary driver of Terra Firma US Concntr Rlty Eq Open's upgrade to a Morningstar Quantitative Rating of Gold from Silver. 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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