The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Morningstar’s Analysis FINX
Will FINX 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 60
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 55.1