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Morningstar

ALPS/CorCmdty Mgmt CmpltCmdty Strat Inv JCRAX

Morningstar Analyst Rating
Quantitative rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 7.73  /  2.03 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.400%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Commodities Broad Basket
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 7.01%
  • Turnover 54%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis JCRAX

Will JCRAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the JCRAX 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 JCRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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ALPS/CorCmdty Mgmt CmpltCmdty Strat Inv earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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