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Morningstar

Persimmon Long/Short I LSEIX

Morningstar Medalist Rating
Medalist Rating as of | See Persimmon Funds Investment Hub
  • NAV / 1-Day Return 13.85  /  +0.51 %
  • Total Assets 34.1 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LSEIX

Will LSEIX 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 LSEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A recent fee change and trends in other areas result in an upgrade to Persimmon Long/ Short I's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSEIX

More LSEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.32 3.2 Mil
Technology

Microsoft Corp

7.37 2.8 Mil
Technology

Us Dollar Broker

3.92 1.5 Mil
Cash and Equivalents

Amazon.com Inc

3.32 1.3 Mil
Consumer Cyclical

NVIDIA Corp

3.07 1.2 Mil
Technology

First American Government Obligs X

2.33 883,458
Cash and Equivalents

Alphabet Inc Class A

2.09 793,439
Communication Services

Alphabet Inc Class C

2.03 769,478
Communication Services

Berkshire Hathaway Inc Class B

1.95 739,000
Financial Services

Tesla Inc

1.50 570,262
Consumer Cyclical