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Morningstar

ACV ETFs

ACV ETFs Parent Rating

Below Average
Morningstar Manager Research

ACV ETFs fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

A cause for concern at ACV ETFs is its inexperienced longest-tenured managers. In particular, the cohort has only three years of average asset-weighted tenure, negatively contributing to the rating. 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. The firm's lineup has had encouraging initial results. Its three-year risk-adjusted success ratio is 100%, meaning that of the funds with a three-year track record, 100% have survived and beaten their respective category median on a risk-adjusted basis.

ACV ETFs Investments

Exchange-Traded Funds

See All ACV ETFs ETFs

Market

US ETFs

Total Net Assets

83.81 Mil

Investment Flows (TTM)

28.47 Mil

Asset Growth Rate (TTM)

72.35%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
American Conservative Values 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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