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Beck Mack + Oliver Partners BMPEX

Quantitative rating as of
NAV / 1-Day Return
16.77  /  0.24 %
Total Assets
48.3 Mil
Adj. Expense Ratio
Expense Ratio
1.000%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
15%

Morningstar’s Analysis BMPEX

Will BMPEX outperform in future?

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

Summary

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Beck Mack + Oliver Partners earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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