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Morningstar

Alta Quality Growth Institutional AQLGX

Morningstar Medalist Rating
Medalist Rating as of | See Alta Capital Investment Hub
  • NAV / 1-Day Return 16.32  /  +1.24 %
  • Total Assets 68.3 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 0%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis AQLGX

Will AQLGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AQLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AQLGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AQLGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Alta Quality Growth Institutional's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AQLGX

More AQLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.30 4.5 Mil
Technology

Alphabet Inc Class A

6.24 4.4 Mil
Communication Services

Apple Inc

5.51 3.9 Mil
Technology

The Home Depot Inc

4.56 3.2 Mil
Consumer Cyclical

Accenture PLC Class A

3.99 2.8 Mil
Technology

Adobe Inc

3.99 2.8 Mil
Technology

Fiserv Inc

3.61 2.6 Mil
Technology

Mastercard Inc Class A

3.58 2.5 Mil
Financial Services

Markel Group Inc

3.58 2.5 Mil
Financial Services

Icon PLC

3.53 2.5 Mil
Healthcare