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Morningstar

Spectrum Low Volatility Investor SVARX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Advisors Preferred Investment Hub

Morningstar’s Analysis SVARX

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

  • People Pillar

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

Decreased confidence in Spectrum Low Volatility Investor's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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