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Oil Equipment&Svcs UltraSector Pro Inv OEPIX

Quantitative rating as of
NAV / 1-Day Return
94.34  /  0.17 %
Total Assets
21.2 Mil
Adj. Expense Ratio
1.650%
Expense Ratio
1.650%
Distribution Fee Level
High
Share Class Type
No Load
Category
Equity Energy
Investment Style
Mid Blend
Min. Initial Investment
15,000
Status
Open
TTM Yield
0.00
Turnover
218%

Morningstar’s Analysis OEPIX

Will OEPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Oil Equipment&Svcs UltraSector Pro Inv's Process and People Pillar ratings limits this strategy 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 most expensive quintile among peers.

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