Skip to Content
Morningstar

MP 63

MP 63 Parent Rating

Above Average
Morningstar Manager Research

MP 63 earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry.

Managers at MP 63 are at the top of the industry when it comes to eating their own cooking. Almost 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their respective product, in an effort to align portfolio manager and shareholder interests. Turnover among MP 63's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

MP 63 Investments

Mutual Funds

See All MP 63 Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

91.29 Mil

Investment Flows (TTM)

−7.60 Mil

Asset Growth Rate (TTM)

−8.41%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
The MP 6379
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.

Sponsor Center