Stifel Mutual Funds
Stifel Funds List
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
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EquityCompass Quality Dividend A | QDVAX | Large Value | 14.23% | 55 | 1.240% | High | Front Load | $1,000 | ||
EquityCompass Quality Dividend C | QDVCX | Large Value | 13.52% | 67 | 1.990% | Low | Level Load | $1,000 | ||
EquityCompass Quality Dividend Instl | QDVIX | Large Value | 14.39% | 53 | 0.990% | High | Institutional | $1.0 Mil |
Stifel 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