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.
Shelton S&P Midcap Index K MIDKX Fund Analysis
Morningstar’s Analysis MIDKX
Will MIDKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar