CEISX – Fund Analysis – Manning & Napier Callodine Equity Inc S | Morningstar

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Will CEISX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CEISX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Manning& Napier Callodine Equity Inc S's recent fee hike drives a downgrade to this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

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.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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