Lead manager Lawrence Kemp’s pending retirement is a loss, but confidence in his successor, Phil Ruvinsky, maintains this strategy’s Morningstar Analyst Rating of Silver for its two cheaper share classes, while more expensive ones stay at Bronze.
- NAV / 1-Day Return 28.44 / 0.04 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 55%
Morningstar’s Analysis MDFGX
Will MDFGX 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
- Equity Holdings 43
- Bond Holdings 0
- Other Holdings 7
- % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector