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Marriott Dividend Growth R HLMK Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Marriott Investment Hub

Morningstar’s Analysis HLMK

Will HLMK outperform in 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 HLMK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

An upgrade in People Pillar rating is the primary driver of Marriott Dividend Growth R's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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