Even with an average pillar rating, Hamlin Capital Management has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Hamlin Capital Management has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 4.0 stars across its open-end and exchange-traded funds. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Hamlin Capital Management's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.