One notable advantage of Logan Circle is its below-average fees. On average, the firm's open-end and exchange-traded fund fees fall in the second-lowest quintile of category peers. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 2.5 stars. Logan Circle fails to showcase longevity across its product shelf, as evidenced by its three-year success ratio. This means that, over this time period, only 0% of its roster has been able to survive and beat its respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.