Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Pabrai Wagons Institutional WGNIX
- NAV / 1-Day Return 12.19 / +0.49 %
- Total Assets 31.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Mid Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield —
- Turnover —
USD | NAV as of Jun 28, 2024 | 1-Day Return as of Jun 28, 2024, 1:00 AM GMT+0
Morningstar’s Analysis WGNIX
Will WGNIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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