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Morningstar

First Foundation Total Return Y FBBYX

Morningstar Analyst Rating
Quantitative rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 27.56  /  0.97 %
  • Total Assets 102.6 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.34%
  • Turnover 105%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FBBYX

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

People Pillar

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

Summary

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A middling People rating and a subpar Parent Pillar limit First Foundation Total Return Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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