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Morningstar

Papp Small & Mid-Cap Growth PAPPX

Morningstar Medalist Rating
Medalist Rating as of | See Papp Investment Hub
  • NAV / 1-Day Return 29.07  /  −0.41 %
  • Total Assets 41.8 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 6%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PAPPX

Will PAPPX 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 PAPPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAPPX 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 PAPPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Papp Small& Mid-Cap Growth's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PAPPX

More PAPPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Cyclical

Expeditors International of Washington Inc

6.06 2.6 Mil
Industrials

IDEX Corp

5.95 2.6 Mil
Industrials

FactSet Research Systems Inc

5.41 2.4 Mil
Financial Services

Mettler-Toledo International Inc

5.39 2.4 Mil
Healthcare

CoStar Group Inc

5.24 2.3 Mil
Real Estate

Ansys Inc

5.23 2.3 Mil
Technology

RBC Bearings Inc

5.23 2.3 Mil
Industrials

Ecolab Inc

5.16 2.2 Mil
Basic Materials