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Appleseed Institutional APPIX

Quantitative rating as of
NAV / 1-Day Return
13.05  /  0.10 %
Total Assets
79.6 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
1.030%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.42%
Turnover
90%

Morningstar’s Analysis APPIX

Will APPIX outperform in future?

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

Summary

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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.

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