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Reynolds

Reynolds Parent Rating

Below Average

Reynolds has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

Fees on the firm's open-end and exchange-traded funds are a weakness, contributing negatively to the rating and creating a larger performance hurdle on funds. On average, Reynolds charges fees on its funds that are in the highest quintile of similarly distributed funds. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal. The longest-tenured strategy managers at Reynolds are worth mentioning. With 36 years of average tenure, this group has a wealth of experience to draw upon should markets head south. Reynolds has presented a reliable and stable portfolio management culture over the past five years, as evidenced by lower-than-average turnover, strengthening the assessment of the firm's stewardship.

Reynolds Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

61.57 Mil

Investment Flows (TTM)

−8.64 Mil

Asset Growth Rate (TTM)

−16.28%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Reynolds Blue Chip Growth76

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