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Morningstar

Freedom

Freedom Parent Rating

Above Average
Morningstar Manager Research

Freedom has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.

A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Turnover among Freedom's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Freedom Investments

Mutual Funds

See All Freedom Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.75 Bil

Investment Flows (TTM)

−45.80 Mil

Asset Growth Rate (TTM)

−2.68%

# of Share Classes

1
Morningstar Rating # of Share Classes
1
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Colorado BondShares A Tax-Exempt1
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Morningstar Mentions

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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