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AAM/Phocas Real Estate I APRIX

Quantitative rating as of
NAV / 1-Day Return
34.81  /  0.52 %
Total Assets
29.7 Mil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
25,000
Status
Open
TTM Yield
1.44%
Turnover
22%

Morningstar’s Analysis APRIX

Will APRIX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit AAM/Phocas Real Estate I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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