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.
Catalyst Insider Buying A INSAX
- NAV / 1-Day Return 20.13 / −1.08 %
- Total Assets 20.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.530%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 214%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis INSAX
Will INSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 65.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Hims & Hers Health Inc Ordinary Shares - Class A | 23.88 | 3.4 Mil | Consumer Defensive |
LPL Financial Holdings Inc | 4.75 | 683,998 | Financial Services |
Ensign Group Inc | 4.75 | 683,359 | Healthcare |
Warrior Met Coal Inc | 4.73 | 681,645 | Basic Materials |
Atkore Inc | 4.73 | 680,800 | Industrials |
Arista Networks Inc | 4.72 | 679,446 | Technology |
Alpha Metallurgical Resources Inc | 4.71 | 677,840 | Basic Materials |
Mastercard Inc Class A | 4.55 | 654,693 | Financial Services |
O'Reilly Automotive Inc | 4.52 | 650,805 | Consumer Cyclical |
Novo Nordisk A/S ADR | 4.35 | 625,872 | Healthcare |