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.
Cove Street Capital Small Cap Val Instl CSCAX
- NAV / 1-Day Return 29.70 / −0.57 %
- Total Assets 24.5 Mil
-
Adj. Expense Ratio
1.260%
- Expense Ratio 1.270%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 45%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis CSCAX
Will CSCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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