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Optimum International Instl OIIEX

Quantitative rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 11.25  /  1.23 %
  • Total Assets 615.0 Mil
  • 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.

Summary

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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.

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