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Morningstar

Rational Equity Armor Fund A HDCAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.81  /  0.90 %
  • Total Assets 65.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 239%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis HDCAX

Will HDCAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDCAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HDCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HDCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Rational Equity Armor Fund A's People and Process 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 highest quintile among peers.

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