Commonwealth - Asset Management Company | Morningstar

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Commonwealth Investments

Mutual Funds

See All Commonwealth Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

54.27 Mil

Investment Flows (TTM)

−864,486.00

Asset Growth Rate (TTM)

−1.68%

# of Share Classes

5

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	1
	0
	0
	2
Not Rated	2
		0% 25 50

Name	Morningstar Rating Overall	5-Year Category Rank
Commonwealth Real Estate Securities		4
Commonwealth Global		94
Commonwealth Japan		94
Commonwealth Australia/New Zealand	—	—
Commonwealth Africa	—	—

View All 5-Star Standouts

Morningstar Mentions

Australian Banks: Upside From Higher Rates Limited by Competition but Some Opportunities Remain

Nathan Zaia Oct 12, 2023

It’s Time for a Checkup on Your Medicare Coverage

Mark Miller Nov 14, 2023

What’s new for 2024, and where to find answers to your Medicare enrollment questions.

Which Investments to Keep Out of Your Taxable Account

Christine Benz Jan 17, 2024

Sizable mutual fund capital gains distributions illustrate a simple fact: Some investments are structurally a poor fit for taxable accounts.

Quick Definitions: Key Morningstar Terms

Category

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

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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.

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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.

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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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