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Beech Hill Total Return A BHTAX

Quantitative rating as of | See Beech Hill Investment Hub
  • NAV / 1-Day Return 13.64  /  1.23 %
  • Total Assets 16.6 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.05%
  • Turnover 29%

Morningstar’s Analysis BHTAX

Will BHTAX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Beech Hill Total Return A's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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