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Waycross Managed Risk Equity Fund WAYEX Fund Analysis

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

Morningstar’s Analysis WAYEX

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

  • People Pillar

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

Increased confidence in Waycross Managed Risk Equity Fund's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Gold 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
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