Advertisement
Skip to Content

Summitry Equity Fund GGEFX

Quantitative rating as of
  • NAV / 1-Day Return 19.67  /  1.18 %
  • Total Assets 60.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 24%

Morningstar’s Analysis GGEFX

Will GGEFX outperform in future?

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

Summary

|

Weakness in Summitry Equity Fund's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor