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Morningstar

Acuitas US Microcap Institutional AFMCX

Morningstar Medalist Rating
Medalist Rating as of | See Acuitas Investment Hub
  • NAV / 1-Day Return 13.30  /  −0.08 %
  • Total Assets 71.7 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield —
  • Turnover 56%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 9:26 PM GMT+0

Morningstar’s Analysis AFMCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Acuitas US Microcap Institutional to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFMCX

More AFMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.63 2.5 Mil
Cash and Equivalents

Columbus McKinnon Corp

1.95 1.3 Mil
Industrials

Photronics Inc

1.92 1.3 Mil
Technology

Sterling Infrastructure Inc

1.73 1.2 Mil
Industrials

Customers Bancorp Inc

1.37 935,461
Financial Services

BioLife Solutions Inc

1.27 872,219
Healthcare

Harvard Bioscience Inc

1.27 866,095
Healthcare

American Coastal Insurance Corp

1.23 843,974
Financial Services

Wabash National Corp

1.10 754,483
Industrials

Civitas Resources Inc Ordinary Shares

1.09 748,761
Energy