Skip to Content
Morningstar

Wilbanks Smith & Thomas

Wilbanks Smith & Thomas Parent Rating

Above Average
Morningstar Manager Research

Overall, Wilbanks Smith& Thomas benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Portfolio managers at Wilbanks Smith& Thomas have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Wilbanks Smith& Thomas has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. The longest-tenured managers’ average asset-weighted tenure within the firm is ten years, bringing a wealth of knowledge through a complete market cycle and ultimately contributing positively to the rating.

Wilbanks Smith & Thomas Investments

Mutual Funds

See All Wilbanks Smith & Thomas Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

2
Morningstar Rating # of Share Classes
1
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
WSTCM Credit Select Risk Managed Instl14
WSTCM Credit Select Risk Managed Inv20
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