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.
- NAV / 1-Day Return 19.67 / 1.18 %
- Total Assets 60.3 Mil
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Adj. Expense Ratio
- 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.