A middling People rating and a subpar Parent Pillar limit Sector Rotation Fund 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 second-highest quintile among peers.
- NAV / 1-Day Return 12.43 / 1.64 %
- Total Assets 27.4 Mil
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Adj. Expense Ratio
- Expense Ratio 2.120%
- Distribution Fee Level High
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.00
- Turnover 426%
Morningstar’s Analysis NAVFX
Will NAVFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.