A strong management team and sound investment process underpin Teberg's Morningstar Quantitative Rating of Bronze. 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.
- NAV / 1-Day Return 16.79 / 1.94 %
- Total Assets 32.2 Mil
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Adj. Expense Ratio
- Expense Ratio 1.990%
- Distribution Fee Level High
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Low / Limited
- Status Open
- TTM Yield 0.00
- Turnover 4%
Morningstar’s Analysis TEBRX
Will TEBRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.