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Morningstar

Wellington Shields All-Cap Instl WSACX

Morningstar Analyst Rating
Quantitative rating as of | See Wellington Investment Hub
  • NAV / 1-Day Return 21.91  /  1.13 %
  • Total Assets 49.2 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.71%
  • Turnover 74%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis WSACX

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

People Pillar

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

Summary

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Wellington Shields All-Cap Instl earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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