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Rational Dynamic Brands A HSUAX

Quantitative rating as of
  • NAV / 1-Day Return 25.33  /  1.12 %
  • Total Assets 48.3 Mil
  • Adj. Expense Ratio
    1.470%
  • 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.

Summary

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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.

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