The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in September, moving from the Large Value category to the Long-Short Equity Morningstar Category.
- NAV / 1-Day Return 7.91 / 0.00
- Total Assets 41.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.220%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.18%
- Turnover 281%
Morningstar’s Analysis HDCTX
Will HDCTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 72
- Bond Holdings 0
- Other Holdings 21
- % Assets in Top 10 Holdings 44.3