Advertisement
Skip to Content

Hillman Value No Load HCMAX

Quantitative rating as of
  • NAV / 1-Day Return 28.11  /  1.59 %
  • Total Assets 194.6 Mil
  • Adj. Expense Ratio
    0.990%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor