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Morningstar

Zevenbergen Growth Institutional ZVNIX

Morningstar Analyst Rating
Quantitative rating as of | See Zevenbergen Investment Hub
  • NAV / 1-Day Return 21.87  /  1.00 %
  • Total Assets 91.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 56%

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

Morningstar’s Analysis ZVNIX

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

People Pillar

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

Summary

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A drop in its Process Pillar rating is the primary driver of Zevenbergen Growth Institutional's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. 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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