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Morningstar

Astor Dynamic Allocation C ASTZX

Morningstar Analyst Rating
Quantitative rating as of | See Astor Investment Hub
  • NAV / 1-Day Return 11.24  /  0.36 %
  • Total Assets 109.7 Mil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.400%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.22%
  • Turnover 122%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis ASTZX

Will ASTZX 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 ASTZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ASTZX 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 ASTZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strengths in its People and Parent Pillars aren't enough to overcome Astor Dynamic Allocation C's other weaknesses, limiting it to a 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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