An upgrade in its Process Pillar rating is the primary driver of ICON Health and Information Tech Instl's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 15.32 / 0.26 %
- Total Assets 95.7 Mil
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Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Technology
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 33%
Morningstar’s Analysis ICTEX
Will ICTEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.