The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 17.78 / 0.39 %
- Total Assets 578.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.990%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 90%
Morningstar’s Analysis IHSIX
Will IHSIX 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 101
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 20.9