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Morningstar

Terra Firma US Concntr Rlty Eq Open TFREX

Morningstar Analyst Rating
Quantitative rating as of | See Terra Firma Asset Management Investment Hub
  • NAV / 1-Day Return 18.38  /  1.92 %
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 1.43%
  • Turnover 20%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:55 AM GMT+00:00

Morningstar’s Analysis TFREX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Terra Firma US Concntr Rlty Eq Open's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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