Mondrian International Equity’s value-based strategy has run into headwinds in 2020’s growth-friendly climate, but its experienced team, sound approach, and otherwise solid record earns a Morningstar Analyst Rating of Silver.
Mondrian International Value Equity MPIEX
NAV / 1-Day Return
14.11
/
1.33
%
Total Assets
611.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.740%
Expense Ratio
0.740%
Fee Level
Below Average
Longest Manager Tenure
21.41
years
Category
Foreign Large Value
Investment Style
Large ValueMin. Initial Investment
50,000
Status
Open
TTM Yield
2.36%
Turnover
24%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Devoted to value, despite the headwinds.
