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Morningstar

Strategic Advisers® Large Cap FALCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.44  /  0.97 %
  • Total Assets 53.4 Bil
  • Adj. Expense Ratio
    0.180%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.39%
  • Turnover 59%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis FALCX

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

People Pillar

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

Summary

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A decline in its Process Pillar rating is the primary driver of Strategic Advisers® Large Cap's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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