As a result, it has an Average Parent Pillar rating. Fairlead Funds currently manages one vehicle and one portfolio manager. The firm's solo manager is relatively inexperienced, with only two years of industry experience.
A pocket of strength is the firm’s economical fees on its open-end and exchange-traded funds, demonstrating a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of its funds is within the lowest quintile of firms.
To maintain an Average rating, Fairlead Funds needs to uphold a consistent track record of positive investor experience.