Live Oak Health Sciences's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 19.72 / 0.50 %
- Total Assets 51.1 Mil
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.020%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Health
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.34%
- Turnover 47%
Morningstar’s Analysis LOGSX
Will LOGSX 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 Mar 31, 2023
- Equity Holdings 32
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 38.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Prime 4.51 4/3/23
5.27
2,853,345
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