An upgrade in its Process Pillar rating is the primary driver of Appleseed Institutional's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
NAV / 1-Day Return
13.05 / 0.10 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Investment StyleMid Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis APPIX
Will APPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.