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Morningstar

Waycross Focused Core Equity Fund WAYFX

Morningstar Analyst Rating
Quantitative rating as of | See Waycross Investment Hub
  • NAV / 1-Day Return 11.16  /  0.98 %
  • Total Assets 9.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 17%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis WAYFX

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

People Pillar

The People Pillar is our evaluation of the WAYFX 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 WAYFX’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 Waycross Focused Core Equity Fund's Morningstar Quantitative Rating of 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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