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Morningstar

Adirondack

Adirondack Parent Rating

Average
Morningstar Manager Research

Adirondack has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars. Adirondack open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Adirondack's rating.

Adirondack Investments

Mutual Funds

See All Adirondack Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

36.02 Mil

Investment Flows (TTM)

−3.87 Mil

Asset Growth Rate (TTM)

−11.23%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Adirondack Small Cap36
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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