The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Morningstar’s Analysis PSR
Will PSR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 75
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 34.6