DDDAX – 13D Activist A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund seeks to achieve the fund’s investment objective by investing primarily in common stocks of U.S. and foreign companies of any market capitalization that are the target of shareholder activism. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DDDIX	13D Activist Fund Class I	Institutional	Open			Dec 28, 2011	$82.66M	1.510%	High	$0	−$26.02M
DDDAX	13D Activist Fund Class A	Front Load	Open			Dec 28, 2011	$17.51M	1.760%	High	$2,500	−$3.01M
DDDCX	13D Activist Fund Class C	Level Load	Open			Dec 11, 2012	$5.88M	2.510%	High	$2,500	−$1.09M

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