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13D Activist C DDDCX

Quantitative rating as of | See 13D Activist Fund Investment Hub
  • NAV / 1-Day Return 21.38  /  1.25 %
  • Total Assets 207.3 Mil
  • Adj. Expense Ratio
    2.500%
  • Expense Ratio 2.510%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 38%

Morningstar’s Analysis DDDCX

Will DDDCX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit 13D Activist C to a Morningstar Quantitative Rating of Negative. 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.

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