The firm has struggled to provide a durable product shelf, with only a 0% five-year success ratio, meaning that only 0% have both survived and beaten their respective category median. A low success ratio not only indicates weak performance but also raises flags about a firm’s discipline around investment strategy and product development. The Bahl& Gaynor roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as shown by its average overall Morningstar Rating of 1.7 stars. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.