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Navigator Equity Hedged C NAVCX

Quantitative rating as of | See NAVigator Investment Hub
  • NAV / 1-Day Return 8.05  /  1.23 %
  • Total Assets 30.7 Mil
  • Adj. Expense Ratio
    2.100%
  • 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.

Summary

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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.

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