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Abraham Trading

Abraham Trading Parent Rating

Below Average

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

With an average asset-weighted tenure of six years among the longest-tenured managers at Abraham Trading, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Abraham Trading management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fund fees on its products fall in the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Abraham Trading Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

66.12 Mil

Investment Flows (TTM)

6.82 Mil

Asset Growth Rate (TTM)

13.36%

# 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
Abraham Fortress I
Abraham Fortress K

Quick Definitions: Key Morningstar Terms

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