Morningstar

Redwheel Next Generation Power Infrastructure Fund A Class ECOAX

Morningstar Medalist Rating
Medalist Rating as of | See Redwheel Investment Hub
  • NAV / 1-Day Return 10.97  /  −0.90 %
  • Total Assets 234.4M
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Infrastructure
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.69%
  • Turnover 46%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:18 AM GMT+0

Morningstar’s Analysis ECOAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Redwheel Next Generation Power Infras A 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.

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Portfolio Holdings ECOAX

More ECOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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