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.
- NAV / 1-Day Return 7.81 / 0.90 %
- Total Assets 65.3 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis HDCAX
Will HDCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.