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Morningstar

BTD Capital Fund DIP

Morningstar Medalist Rating
Medalist Rating as of | See Kaiju Investment Hub

Morningstar’s Analysis DIP

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit BTD Capital Fund 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 DIP

More DIP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Becton Dickinson & Co

4.39 47,588
Healthcare

Bio-Rad Laboratories Inc Class A

4.13 44,791
Healthcare

Salesforce Inc

3.35 36,341
Technology

PTC Inc

3.34 36,260
Technology

3M Co

3.32 35,965
Industrials

General Dynamics Corp

3.31 35,948
Industrials

Zebra Technologies Corp Class A

3.28 35,613
Technology

NVIDIA Corp

3.22 34,966
Technology

Roper Technologies Inc

3.21 34,781
Technology

American Water Works Co Inc

3.20 34,715
Utilities