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Morningstar

Prospector Capital Appreciation PCAFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.27  /  0.50 %
  • Total Assets 28.5 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.55%
  • Turnover 32%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis PCAFX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Prospector Capital Appreciation's Morningstar Quantitative Rating of Bronze. 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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