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Medalist Rating as of | See Manor Investment Hub
  • NAV / 1-Day Return 33.79  /  0.84 %
  • Total Assets 13.4 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.11%
  • Turnover 6%

Morningstar’s Analysis MNRGX

Will MNRGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Manor Growth's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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-costliest quintile among peers.

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Portfolio Holdings MNRGX

  • Current Portfolio Date
  • Equity Holdings 27
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 54.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
13.86
1,880,927
Technology
5.91
802,312
Technology
5.21
706,551
Consumer Cyclical
5.06
687,206
Industrials
5.01
679,179
Technology
4.82
653,758
Healthcare
4.14
562,349
Healthcare
3.79
513,781
Basic Materials
3.58
485,228
Healthcare
3.19
433,073
Communication Services