Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Average asset-weighted tenure of nine years among the longest-tenured managers at NAVigator is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
NAVigator is an industry-standard asset manager, leading to an Average Parent Pillar rating.