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Optima Strategic Credit Founders OPTCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Optima Asset Management Investment Hub

Morningstar’s Analysis OPTCX

Will OPTCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OPTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OPTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Optima Strategic Credit Founders's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
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