Advertisement
Skip to Content
Morningstar

CornerCap Small-Cap Value Advisor CSCVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.32  /  1.04 %
  • Total Assets 134.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level —
  • Share Class Type —
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.54%
  • Turnover 116%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis CSCVX

Will CSCVX 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 CSCVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

|

CornerCap Small-Cap Value Advisor’s strong process and parent firm underpin this strategy'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 second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor