Morningstar

Aquarius International Fund

Morningstar Medalist Rating
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Medalist Rating as of See Altair Investment Hub
  • NAV / 1-Day Return —  /  —
  • Fund Size $830.9M
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.89%
  • Turnover Ratio 64%

Morningstar’s Analysis

Will Aquarius International Fund 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 Aquarius International Fund’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Aquarius International Fund 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 Aquarius International Fund’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aquarius International holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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