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Morningstar

Teberg TEBRX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:42 AM GMT+00:00

Morningstar’s Analysis TEBRX

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

People Pillar

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

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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