Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Morningstar’s Analysis UFO
Will UFO 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 35
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 49.7