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Morningstar

AXS Thomson Reuters Priv Eq Ret Trckr I LDPIX

Morningstar Analyst Rating
Quantitative rating as of | See AXS Investment Hub
  • NAV / 1-Day Return 10.46  /  0.10 %
  • Total Assets 13.7 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis LDPIX

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

People Pillar

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

Summary

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AXS Thomson Reuters Priv Eq Ret Trckr I earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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