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CCM Small/Mid-Cap Impct Val Fd Instl QSVIX

Quantitative rating as of
NAV / 1-Day Return
17.68  /  0.11 %
Total Assets
19.9 Mil
Adj. Expense Ratio
1.300%
Expense Ratio
1.300%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Value
Investment Style
Mid Value
Min. Initial Investment
25,000
Status
Open
TTM Yield
0.00
Turnover
49%

Morningstar’s Analysis QSVIX

Will QSVIX outperform in future?

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

Summary

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Weakness in CCM Small/Mid-Cap Impct Val Fd Instl's People and Process Pillar ratings limits this strategy 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 second-costliest quintile among peers.

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