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Metaurus US Equity Cumulative Divs 2027 IDIV

Quantitative rating as of

Morningstar’s Analysis IDIV

Will IDIV outperform in future?

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



Metaurus US Equity Cumulative Divs 2027 earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. The strategy changed its peer group last October, moving to the Global Allocation Morningstar Category from the Large Blend category.

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