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Wellington Shields All-Cap Instl WSACX

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%

Morningstar’s Analysis WSACX

Will WSACX outperform in future?

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

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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