Another team change and a process that struggles to add value earns Wells Fargo Disciplined U.S. Core a Morningstar Analyst Rating of Neutral across all share classes.
Will EVSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EVSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EVSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.