The combination of an Average People Pillar rating and a Low Process Pillar rating limit Optimum International Instl 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 11.25 / 1.23 %
- Total Assets 615.0 Mil
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Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 3.08%
- Turnover 106%
Morningstar’s Analysis OIIEX
Will OIIEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.