Morningstar

13D Activist Fund Class C DDDCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See 13D Activist Fund Investment Hub
  • NAV / 1-Day Return $24.22  /  −0.25 %
  • Fund Size $106.9M
  • Adjusted Expense Ratio 2.510%
  • Net Expense Ratio 2.500%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 88%
NAV and 1-Day Return as of

Morningstar’s Analysis DDDCX

Will DDDCX outperform in the 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 DDDCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

13D Activist C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DDDCX

More DDDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Contract - Usd

29.65 32M
Derivative

Viasat Inc

10.63 11M
Technology

Twilio Inc Class A

7.55 8M
Technology

Ebara Corp

7.18 8M
Industrials

Delivery Hero SE

6.36 7M
Consumer Cyclical

TOTO Ltd

6.33 7M
Industrials

Horiba Ltd

6.04 6M
Technology

Nippon Express Holdings Inc

5.38 6M
Industrials

Synopsys Inc

5.29 6M
Technology

Mercury Systems Inc

5.20 6M
Industrials

Sponsor Center