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Free Market US Equity Instl FMUEX Fund Analysis

| Medalist Rating as of | See Matson Money Investment Hub

Morningstar’s Analysis FMUEX

Will FMUEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Free Market US Equity Instl to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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