Weakness in AMF Large Cap Equity H's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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 9.27 / 0.21 %
- Total Assets 45.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 3,000,000
- Status Open
- TTM Yield 0.82%
- Turnover 5%
Morningstar’s Analysis IICHX
Will IICHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.