The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 10.28 / 0.19 %
- Total Assets 300.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Communications
- Investment Style Large Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.81%
- Turnover 11%
Morningstar’s Analysis FWRLX
Will FWRLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 43
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 70.2