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Quantitative rating as of | See AAMA Investment Hub
  • NAV / 1-Day Return 15.27  /  0.91 %
  • Total Assets 401.9 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.170%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 5%

Morningstar’s Analysis AMFEX

Will AMFEX outperform in future?

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

Summary

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AAMA Equity's Average Process Pillar and People Pillar ratings hold this strategy's 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 highest quintile among peers.

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