A strength of Aegis Value is its experienced longest-tenured portfolio managers, who have accrued an average 21 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Aegis Value has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 5.0 stars across its open-end and exchange-traded funds. Aegis Value open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Aegis Value's rating.
Aegis Value has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.