Morningstar

Kensington Defender Fund R Class DFNRX

Morningstar Medalist Rating
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Medalist Rating as of See Kensington Asset Management Investment Hub
  • NAV / 1-Day Return $11.86  /  +0.42 %
  • Fund Size $121.7M
  • Adjusted Expense Ratio 2.500%
  • Net Expense Ratio —
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 260%
NAV and 1-Day Return as of

Morningstar’s Analysis DFNRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Kensington Defender R 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

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Portfolio Holdings DFNRX

More DFNRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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