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.
- NAV / 1-Day Return 18.38 / 1.92 %
- Total Assets 28.2 Mil
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Adj. Expense Ratio
- 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?
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