Hillman Value No Load’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 28.11 / 1.59 %
- Total Assets 194.6 Mil
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.90%
- Turnover 30%
Morningstar’s Analysis HCMAX
Will HCMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.