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Morningstar

Easterly Snow Long/Short Opportunity C SNOCX

Morningstar Analyst Rating
Quantitative rating as of | See Easterly Funds Investment Hub
  • NAV / 1-Day Return 29.53  /  0.71 %
  • Total Assets 102.1 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 2.280%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis SNOCX

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

People Pillar

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

Summary

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A middling People rating and a subpar Parent Pillar limit Easterly Snow Long/Short Opportunity C to a Morningstar Quantitative Rating of Neutral. 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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