Morningstar

PrivilEdge - Sands US Growth (USD) ND

Morningstar Medalist Rating
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Medalist Rating as of See Sands Capital Investment Hub
  • NAV / 1-Day Return $59.13  /  −0.84 %
  • Fund Size $85.3M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category US Large-Cap Growth Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio −4%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will PrivilEdge - Sands US Growth (USD) ND outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PrivilEdge - Sands US Growth (USD) ND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PrivilEdge - Sands US Growth (USD) ND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PrivilEdge - Sands US Growth (USD) ND’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

PrivilEdge Sands US Growth USD ND holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.1
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% Portfolio Weight
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