SKBA Mutual Funds
SKBA Funds List
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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
|
---|---|---|---|---|---|---|---|---|---|---|
Baywood Socially Responsible Instl | BVSIX | Large Value | 16.39% | 38 | 0.890% | High | Institutional | $5,000 | ||
Baywood ValuePlus Institutional | BVPIX | Large Value | 15.23% | 51 | 0.700% | Average | Institutional | $5,000 |
SKBA 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