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Morningstar

Sirios Long/Short Institutional SLHIX

Morningstar Medalist Rating
Medalist Rating as of | See Sirios Investment Hub
  • NAV / 1-Day Return 12.61  /  −0.79 %
  • Total Assets 34.5 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.660%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 79%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis SLHIX

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

  • People Pillar

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

Increased confidence in Sirios Long/ Short Institutional's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SLHIX

More SLHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Treasury Obligations Csh Mgt Ins

27.32 8.5 Mil
Cash and Equivalents

Usd/Gbp Fwd 20240320 00050

9.64 3.0 Mil
Derivative

Alcon Inc

6.64 2.1 Mil
Healthcare

Usd/Eur Fwd 20240320 00050

5.25 1.6 Mil
Derivative

S&P Global Inc

4.28 1.3 Mil
Financial Services

Boston Scientific Corp

3.95 1.2 Mil
Healthcare

Roper Technologies Inc

3.36 1.0 Mil
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Heico Corp Class A

3.17 984,118
Industrials

Microsoft Corp

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Technology

Globus Medical Inc Class A

3.02 936,838
Healthcare