Morningstar

13D Activist C DDDCX

Morningstar Medalist Rating
Medalist Rating as of | See 13D Activist Fund Investment Hub
  • NAV / 1-Day Return 19.83  /  +0.05 %
  • Total Assets 138.4 Mil
  • Adj. Expense Ratio
    2.510%
  • Expense Ratio 2.510%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 91%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis DDDCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit 13D Activist C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings DDDCX

More DDDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Insight Enterprises Inc

7.44 10.3 Mil
Technology

Frontier Communications Parent Inc

7.34 10.2 Mil
Communication Services

Southwest Gas Holdings Inc

6.52 9.1 Mil
Utilities

Exelixis Inc

5.70 7.9 Mil
Healthcare

Twilio Inc Class A

5.54 7.7 Mil
Technology

MDU Resources Group Inc

5.38 7.5 Mil
Industrials

Etsy Inc

4.89 6.8 Mil
Consumer Cyclical

Asbury Automotive Group Inc

4.85 6.7 Mil
Consumer Cyclical

Vestis Corp

4.76 6.6 Mil
Industrials

Azenta Inc

4.74 6.6 Mil
Healthcare

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