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Morningstar

Boyar

Boyar Parent Rating

Average
Morningstar Manager Research

Boyar's track record as a steward is mixed, leading to an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Boyar is a core advantage over global asset management peers. With 26 years of average asset-weighted tenure across the management group, it is clear they've been put through their paces. Boyar has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Boyar's open-end and exchange-traded funds falls short of competitors.

Boyar Investments

Mutual Funds

See All Boyar Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

31.58 Mil

Investment Flows (TTM)

−267,870.00

Asset Growth Rate (TTM)

−1.01%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Boyar Value100
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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