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Morningstar

AAM

AAM Parent Rating

Below Average
Morningstar Manager Research

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

Aside from the overall view, the firm's portfolio managers have worked to align their interests with investors' by taking a personal stake and investing alongside them. Almost 45% of the firm’s assets are covered by invested managers. The AAM roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as shown by its average five-year Morningstar Rating of 2.3 stars. 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.

AAM Investments

Mutual Funds

See All AAM Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

527.74 Mil

Investment Flows (TTM)

−121.48 Mil

Asset Growth Rate (TTM)

−19.58%

# of Share Classes

9
Morningstar Rating # of Share Classes
0
2
4
1
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
AAM/Insight Select Income Y17
AAM/Insight Select Income I19
AAM/Insight Select Income A45
AAM/HIMCO Short Duration A69
AAM/Phocas Real Estate I24
View All 5-Star Standouts

Exchange-Traded Funds

See All AAM ETFs

Market

US ETFs

Total Net Assets

817.39 Mil

Investment Flows (TTM)

233.75 Mil

Asset Growth Rate (TTM)

45.36%

# of Share Classes

6
Morningstar Rating # of Share Classes
0
0
2
0
2
Not Rated 2
Name
Morningstar Rating Overall
5-Year Category Rank
AAM S&P Emerging Markets Hi Div Val ETF50
AAM Low Duration Pref & Inc Secs ETF—
AAM S&P 500 High Dividend Value ETF92
AAM S&P Dev Mkts Hi Div Val ETF97
AAM Transformers ETF——
View All 5-Star Standouts

Morningstar Mentions

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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