Looking at the fund lineup, Anchor Capital products have not lasted with top-tier asset managers, with their five-year risk-adjusted success ratio at 37%, meaning that only 37% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 2.7 stars. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fund fees on its products fall in the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Why Vanguard Dividend Growth Is a Great Portfolio Anchor
This low-volatility portfolio does a fine job for investors, but its strengths are hidden in its total returns.