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USA Mutuals Vice Investor VICEX

Quantitative rating as of | See USA Mutuals Investment Hub
  • NAV / 1-Day Return 23.67  /  0.38 %
  • Total Assets 75.8 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 32%

Morningstar’s Analysis VICEX

Will VICEX outperform in future?

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

Summary

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Weakness in USA Mutuals Vice Investor's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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