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.
- NAV / 1-Day Return 21.91 / 1.13 %
- Total Assets 49.2 Mil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis WSACX
Will WSACX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.