The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Morningstar’s Analysis PTF
Will PTF 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 34
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 44.0