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Morningstar

Wavelength WAVLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Wavelength Investment Hub

Morningstar’s Analysis WAVLX

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

  • People Pillar

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

Decreased confidence in Wavelength's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Silver.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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