Morningstar

Kensington Active Advantage Fund Institutional Class Shares KADIX

Morningstar Medalist Rating
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Medalist Rating as of See Kensington Asset Management Investment Hub
  • NAV / 1-Day Return$11.54  /  −0.26%
  • Fund Size$77.1M
  • Adjusted Expense Ratio1.610%
  • Net Expense Ratio1.370%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Investment StatusOpen
  • TTM Yield2.58%
  • Turnover Ratio168%
NAV and 1-Day Return as of

Morningstar’s Analysis KADIX

Will KADIX outperform in the 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 KADIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Kensington Active Advantage Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings KADIX

More KADIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings108.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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