Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Morningstar’s Analysis KBWD
Will KBWD 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 39
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 38.3