Skip to Content

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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor