The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Morningstar’s Analysis PIE
Will PIE 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 104
- Bond Holdings 0
- Other Holdings 8
- % Assets in Top 10 Holdings 25.9