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Quantitative rating as of
  • NAV / 1-Day Return 16.79  /  1.94 %
  • Total Assets 32.2 Mil
  • 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.

Summary

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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.

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