13D Activist Fund Funds List | Morningstar

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13D Activist Fund Funds List

Share Class Type

1 to 3 of 3 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
13D Activist A	DDDAX	Mid-Cap Blend			0.57%	94	1.760%	High	Front Load	$2,500
13D Activist I	DDDIX	Mid-Cap Blend			0.64%	94	1.510%	High	Institutional	$1.0 Mil
13D Activist C	DDDCX	Mid-Cap Blend			0.30%	95	2.510%	High	Level Load	$2,500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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