Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 21.47 / 1.75 %
- Total Assets 31.1 Mil
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Adj. Expense Ratio
- Expense Ratio 2.430%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 1%
Morningstar’s Analysis LSHCX
Will LSHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.