Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers. The strategy changed its peer group last October, moving from the Large Blend category to the Mid-Cap Value Morningstar Category.
Morningstar’s Analysis ZIG
Will ZIG 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 30
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 37.5