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.
- NAV / 1-Day Return 21.38 / 1.25 %
- Total Assets 207.3 Mil
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Adj. Expense Ratio
- 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.