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Morningstar

Kempner

Kempner Parent Rating

Average
Morningstar Manager Research

Kempner has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. The longest-tenured strategy managers at Kempner are worth mentioning. With 16 years of average tenure, this group has a wealth of experience to draw upon should markets head south. The Kempner roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.5 stars.

Kempner Investments

Mutual Funds

See All Kempner Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

91.21 Mil

Investment Flows (TTM)

43.55 Mil

Asset Growth Rate (TTM)

135.62%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
1
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Kempner Multi-Cap Deep Value Instl60
Kempner Multi-Cap Deep Value Investor78
View All 5-Star Standouts

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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