Mar Vista Mutual Funds
Mar Vista 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
|
---|---|---|---|---|---|---|---|---|---|---|
Mar Vista Strategic Growth Institutional | MVSIX | Large Growth | 14.70% | 90 | 0.720% | Average | Institutional | $25,000 | ||
Mar Vista Strategic Growth Investor | MVSNX | Large Growth | 14.36% | 93 | 1.080% | High | No Load | $1,000 | ||
Mar Vista Strategic Growth Retirement | MVSRX | Large Growth | 14.75% | 90 | 0.640% | Average | Retirement, Large | $0 |
Mar Vista 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