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Terra Firma US Concntr Rlty Eq Open TFREX

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%

Morningstar’s Analysis TFREX

Will TFREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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