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Morningstar

Rareview Capital

Rareview Capital Parent Rating

Below Average
Morningstar Manager Research

Rareview Capital lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Longest-tenured managers have three years of average asset-weighted tenure, which is slim compared with peer firms. In isolation, this does n't bode well as the current managers have limited experience running strategies. The Rareview Capital roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average overall Morningstar Rating of 1.0 stars. Turnover among Rareview Capital 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.

Rareview Capital Investments

Exchange-Traded Funds

See All Rareview Capital ETFs

Market

US ETFs

Total Net Assets

102.73 Mil

Investment Flows (TTM)

−5.42 Mil

Asset Growth Rate (TTM)

−5.10%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
0
0
2
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Rareview Dynamic Fixed Income ETF—
Rareview Tax Advantaged Income ETF—
Rareview Systematic Equity ETF——
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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