Bretton Fund's Average People and Parent ratings limit this strategy 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.
- NAV / 1-Day Return 50.80 / 1.42 %
- Total Assets 66.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.350%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 1%
Morningstar’s Analysis BRTNX
Will BRTNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.