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Payson Total Return PBFDX

Quantitative rating as of
  • NAV / 1-Day Return 24.80  /  0.12 %
  • Total Assets 262.5 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 87%

Morningstar’s Analysis PBFDX

Will PBFDX outperform in future?

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



A strong management team and sound investment process underpin Payson Total Return's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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