A strong management team and sound investment process underpin Private Capital Management Value I'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 16.03 / 1.39 %
- Total Assets 48.0 Mil
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Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 1.13%
- Turnover 26%
Morningstar’s Analysis VFPIX
Will VFPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.