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Morningstar

Al Frank

Al Frank Parent Rating

Average
Morningstar Manager Research

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

A strength of Al Frank is its experienced longest-tenured portfolio managers, who have accrued an average 26 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Al Frank's open-end and exchange-traded funds falls short of competitors.

Al Frank Investments

Mutual Funds

See All Al Frank Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

71.13 Mil

Investment Flows (TTM)

−7.11 Mil

Asset Growth Rate (TTM)

−11.04%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Al Frank Adv56
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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