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ABR Dynamic Funds

ABR Dynamic Funds Parent Rating

Below Average

In an increasingly competitive industry, ABR Dynamic Funds falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

ABR Dynamic Funds open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the second most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. Only five years of average asset-weighted tenure among ABR Dynamic Funds's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. The product lineup at ABR Dynamic Funds has exhibited exemplary durability when looked at over the past five years. Notably, its five-year success ratio stands at 100%, meaning that 100% of its products have survived and beaten their respective category median.

ABR Dynamic Funds Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

412.18 Mil

Investment Flows (TTM)

−79.82 Mil

Asset Growth Rate (TTM)

−17.95%

# of Share Classes

6
Morningstar Rating # of Share Classes
0
0
0
6
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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