Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
AXS FTSE Vntr Cptl RetTrckr A LDVAX Fund Analysis
Morningstar’s Analysis LDVAX
Will LDVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar