Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 43.38 / 1.61 %
- Total Assets 800.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.970%
- Distribution Fee Level High
- Share Class Type —
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield —
- Turnover 20%
Morningstar’s Analysis MWOBX
Will MWOBX 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 73
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 30.6