A strength of Equity Investment is its experienced longest-tenured portfolio managers, who have accrued an average 22 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. It's encouraging to see Equity Investment showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 4.7 stars. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the most expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.
How Much Investment Is the Right Amount?
Don’t skip this critical question.