Chautauqua Global Growth Institutional’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 19.21 / 1.48 %
- Total Assets 286.4 Mil
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 12%
Morningstar’s Analysis CCGIX
Will CCGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 44
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector