Rational Dynamic Brands A earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. 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 25.33 / 1.12 %
- Total Assets 48.3 Mil
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Adj. Expense Ratio
- Expense Ratio 1.370%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 225%
Morningstar’s Analysis HSUAX
Will HSUAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.