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Morningstar

Roumell Opportunistic Value Instl RAMSX

Morningstar Analyst Rating
Quantitative rating as of | See Nottingham Investment Hub
  • NAV / 1-Day Return 4.66  /  0.64 %
  • Total Assets 85.4 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 10:28 PM GMT+00:00

Morningstar’s Analysis RAMSX

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

People Pillar

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

Summary

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Roumell Opportunistic Value Instl earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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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