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Morningstar

Prospector

Prospector Parent Rating

Average
Morningstar Manager Research

Prospector is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

Even so, it's encouraging that the firm showcases strong risk-adjusted performance across its open-end and exchange-traded fund lineup, with an average five-year Morningstar Rating of 4.5 stars. A negative contributor to Prospector's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Prospector's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the most expensive quintile of similarly distributed strategies.

Prospector Investments

Mutual Funds

See All Prospector Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

292.38 Mil

Investment Flows (TTM)

7.65 Mil

Asset Growth Rate (TTM)

3.20%

# of Share Classes

2
Morningstar Rating # of Share Classes
2
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Prospector Capital Appreciation8
Prospector Opportunity51
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.

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