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Bretton Fund BRTNX

Quantitative rating as of
  • NAV / 1-Day Return 50.80  /  1.42 %
  • Total Assets 66.7 Mil
  • Adj. Expense Ratio
    1.350%
  • 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.

Summary

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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.

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