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Zevenbergen Growth Institutional ZVNIX

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%

Morningstar’s Analysis ZVNIX

Will ZVNIX outperform in future?

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

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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