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Absolute Capital Asset Allocator Instl AAMIX

Quantitative rating as of
  • NAV / 1-Day Return 9.55  /  0.83 %
  • Total Assets 31.1 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.810%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.00
  • Turnover 228%

Morningstar’s Analysis AAMIX

Will AAMIX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Absolute Capital Asset Allocator Instl to a Morningstar Quantitative Rating of Neutral. 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.

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