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PMC Diversified Equity PMDEX

Quantitative rating as of
  • NAV / 1-Day Return 27.52  /  0.07 %
  • Total Assets 992.2 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.12%
  • Turnover 60%

Morningstar’s Analysis PMDEX

Will PMDEX outperform in future?

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

Summary

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PMC Diversified Equity earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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