Medalist Partner

Portfolio management turnover at Medalist Partner is higher than at peers, detracting from its rating, as positive investment results tend to go hand in hand with long-term stability. The Medalist Partner roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as shown by its average five-year Morningstar Rating of 1.8 stars. A sign of strength at Medalist Partner is its longest-tenured management, which offers an average tenure of 15 years at the firm. This accumulation of experience builds confidence that the group can navigate a variety of market environments adeptly.