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Morningstar

Christopher Weil & Co Core Investment CWCFX

Morningstar Medalist Rating
Medalist Rating as of | See Christopher Weil & Company Investment Hub
  • NAV / 1-Day Return 16.48  /  +0.30 %
  • Total Assets 78.6 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 3,500
  • Status Open
  • TTM Yield 0.10%
  • Turnover 78%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CWCFX

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

  • People Pillar

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

Strength in Christopher Weil& Co Core Investment's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CWCFX

More CWCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco Shrt-Trm Inv Treasury Instl

8.96 7.5 Mil
Cash and Equivalents

Berkshire Hathaway Inc Class B

7.00 5.8 Mil
Financial Services

VanEck Gold Miners ETF

5.25 4.4 Mil
—

Alphabet Inc Class A

4.20 3.5 Mil
Communication Services

United Therapeutics Corp

3.89 3.3 Mil
Healthcare

TCW Transform Supply Chain ETF

3.73 3.1 Mil
—

Cleveland-Cliffs Inc

3.10 2.6 Mil
Basic Materials

WEX Inc

3.02 2.5 Mil
Technology

PTC Inc

2.63 2.2 Mil
Technology

The Walt Disney Co

2.39 2.0 Mil
Communication Services