PSECX – Fund Analysis – 1789 Growth and Income C | Morningstar

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Will PSECX outperform in future?

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

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Process Pillar

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

People Pillar

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

Summary

| Feb 27, 2023

A middling People rating and a subpar Parent Pillar limit 1789 Growth and Income C to a Morningstar Quantitative Rating of Negative. 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.

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