ILESX – Fund Analysis – Fisher IIG US Lrg Cp Eq Env & Scl Val | Morningstar

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Will ILESX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ILESX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ILESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of ILESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fisher IIG US Lrg Cp Eq Env& Scl Val's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Feb 29, 2024 Published on Feb 29, 2024

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