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Morningstar

Manor Growth MNRGX

Morningstar Medalist Rating
Medalist Rating as of | See Manor Investment Hub
  • NAV / 1-Day Return 36.27  /  +0.03 %
  • Total Assets 14.9 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 0.21%
  • Turnover 13%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MNRGX

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

  • People Pillar

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

Strength in Manor Growth's People Pillar is partially offset by an Average Process Pillar rating, leading to 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MNRGX

More MNRGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

12.30 1.8 Mil
Technology

United Rentals Inc

5.84 851,529
Industrials

Microsoft Corp

5.83 850,602
Technology

Eli Lilly and Co

5.26 767,123
Healthcare

Amazon.com Inc

5.22 761,219
Consumer Cyclical

UnitedHealth Group Inc

4.06 592,279
Healthcare

Sherwin-Williams Co

3.97 579,510
Basic Materials

ON Semiconductor Corp

3.82 557,563
Technology

Salesforce Inc

3.51 512,070
Technology

Apollo Global Management Inc Class A

3.49 508,724
Financial Services