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.
Morningstar’s Analysis YYY
Will YYY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 47
- % Assets in Top 10 Holdings 31.9