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Morningstar

Mondrian International Value Equity MPIEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
13.00  /  0.15 %
Total Assets
651.0 Mil
Adj. Expense Ratio
0.730%
Expense Ratio
0.740%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Foreign Large Value
Investment Style
Large Value
Min. Initial Investment
50,000
Status
Open
TTM Yield
3.66%
Turnover
19%

USD | NAV as of Dec 08, 2022 | 1-Day Return as of Dec 08, 2022, 11:02 PM GMT+00:00

Morningstar’s Analysis MPIEX

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

People Pillar

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

A solid foundation, though encountering headwinds in 2022.

Senior Analyst

Summary

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Mondrian International Value Equity’s reasonable, consistent approach implemented by a capable, stable management team merits a Morningstar Analyst Rating of Silver.

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