A middling People rating and a subpar Parent Pillar limit Navigator Equity Hedged C to a Morningstar Quantitative Rating of Negative. 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 8.05 / 1.23 %
- Total Assets 30.7 Mil
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Adj. Expense Ratio
- Expense Ratio 2.370%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Long-Short Equity
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.85%
- Turnover 728%
Morningstar’s Analysis NAVCX
Will NAVCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.