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The Cook & Bynum COBYX

Quantitative rating as of | See Cook & Bynum Capital Investment Hub
  • NAV / 1-Day Return 14.93  /  0.53 %
  • Total Assets 64.7 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.16%
  • Turnover 0

Morningstar’s Analysis COBYX

Will COBYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An upgrade in its Process Pillar rating is the primary driver of The Cook & Bynum's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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