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Sextant Core SCORX

Quantitative rating as of
  • NAV / 1-Day Return 14.71  /  0.07 %
  • Total Assets 19.7 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.570%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.34%
  • Turnover 14%

Morningstar’s Analysis SCORX

Will SCORX outperform in future?

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

Summary

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Sextant Core’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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