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Knowledge Leaders Capital

Knowledge Leaders Capital Parent Rating

Below Average

Knowledge Leaders Capital has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

Knowledge Leaders Capital's longest-tenured managers do not have the same experience as teams at other firms. Specifically, average asset-weighted tenure within the firm is only four years, building concern in the group's ability to manage capital through a full market cycle effectively. Knowledge Leaders Capital has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results. Knowledge Leaders Capital open-end and exchange-traded products tend to be offered at a minimal cost, suggesting that this firm considers what's best for its investor base. On average, fees across its fund lineup are in the second-cheapest quintile compared with respective category peers.

Knowledge Leaders Capital Investments

Market

US ETFs

Total Net Assets

131.69 Mil

Investment Flows (TTM)

−5.95 Mil

Asset Growth Rate (TTM)

−4.68%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Knowledge Leaders Developed World ETF81

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