Issachar

Issachar open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the highest quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. In terms of risk-adjusted performance, the Issachar open-end and exchange-traded funds fall short of competitors, with an average overall Morningstar Rating of 2.0 stars. The firm's stable portfolio management over the past five years, indicated by a higher-than-average retention ratio, positively impacts its rating.