Morningstar

Beck Mack + Oliver Partners Fund BMPEX

Morningstar Medalist Rating
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Medalist Rating as of See Beck Mack & Oliver Investment Hub
  • NAV / 1-Day Return $28.24  /  −0.81 %
  • Fund Size $80.6M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis BMPEX

Will BMPEX outperform in the 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 BMPEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Beck Mack + Oliver Partners holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BMPEX

More BMPEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc

6.60 5M
Financial Services

RadNet Inc

6.40 5M
Healthcare

Alphabet Inc Class C

6.19 5M
Communication Services

Sunbelt Rentals Holdings Inc

5.83 4M
Industrials

Blackstone Inc

5.65 4M
Financial Services

Zurn Elkay Water Solutions Corp

5.25 4M
Industrials

Ferguson Enterprises Inc

5.24 4M
Industrials

Microsoft Corp

5.08 4M
Technology

Credit Acceptance Corp

4.96 4M
Financial Services

Arthur J. Gallagher & Co

4.77 4M
Financial Services

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