Evolutionary Tree Mutual Funds
Evolutionary Tree Funds List
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Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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Evolutionary Tree Innovators A | INVTX | Large Growth | 15.17% | 89 | 1.230% | High | Front Load | $1,000 | ||
Evolutionary Tree Innovators I | INVNX | Large Growth | 15.45% | 87 | 0.980% | Above Average | No Load | $50,000 |
Evolutionary Tree Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank