ABR Dynamic Funds

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. A cause for concern at ABR Dynamic Funds is its relatively inexperienced longest-tenured management. In particular, average asset-weighted tenure at the firm is only five years, a negative contributor to the rating. The ABR Dynamic Funds five-year success ratio stands out versus its peers. In particular, 100% of its products have survived and beaten their respective category median over the past five years.