Sovereign's Capital Flourish Fund holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Sovereign's Capital Flourish Fund SOVF
Morningstar’s Analysis SOVF
Will SOVF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SOVF 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 SOVF’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Molina Healthcare Inc | 5.16 | 5M | Healthcare |
Insperity Inc | 4.02 | 4M | Industrials |
Paycom Software Inc | 3.77 | 3M | Technology |
Repay Holdings Corp Ordinary Shares - Class A | 3.55 | 3M | Technology |
Vistra Corp | 3.49 | 3M | Utilities |
Fiserv Inc | 3.25 | 3M | Technology |
Alkami Technology Inc | 3.24 | 3M | Technology |
Grand Canyon Education Inc | 3.22 | 3M | Consumer Defensive |
Euronet Worldwide Inc | 2.76 | 2M | Technology |
Option Care Health Inc | 2.73 | 2M | Healthcare |
United States