Advertisement
Skip to Content
Morningstar

Concorde Wealth Management CONWX

Morningstar Analyst Rating
Quantitative rating as of | See Concorde Investment Hub
  • NAV / 1-Day Return 17.59  /  0.34 %
  • Total Assets 37.9 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.520%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.34%
  • Turnover 28%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:27 AM GMT+00:00

Morningstar’s Analysis CONWX

Will CONWX outperform in future?

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

Process Pillar

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

People Pillar

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

Summary

|

A strong management team and sound investment process underpin Concorde Wealth Management's Morningstar Quantitative Rating of Bronze. 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.

Unlock our full analysis with Morningstar Investor