Alpha Architect's track record as a steward is mixed, leading to an Average Parent Pillar rating. A strength of Alpha Architect is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the second-cheapest quintile of respective category peers. 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 three-year Morningstar Rating is 3.0 stars. The longest-tenured managers’ average tenure is slim, four years, compared with peer firms. This contributes negatively to the rating as the current managers have limited experience running strategies at the firm.
Alpha Architect
Alpha Architect Investments
Market
US ETFsTotal Net Assets
1.29 BilInvestment Flows (TTM)
328.64 MilAsset Growth Rate (TTM)
30.24%# of Share Classes
12
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 0 | |
| 2 | |
| 1 | |
| 1 | |
| 4 | |
| Not Rated | 4 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Alpha Architect Gdsdn Dynmc Mlt-Asst ETF | — | |
| Freedom 100 Emerging Markets ETF | — | |
| Alpha Architect US Quantitative Momt ETF | 25 | |
| Alpha Architect Intl Quant Momt ETF | 98 | |
| Alpha Architect US Quantitative Val ETF | 90 |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
Morningstar Mentions
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Low-volatility strategies and energy-heavy portfolios helped these hybrid fund strategies deliver for investors.
Wesley Gray: ‘I Just Don’t See Human Nature Changing’
The author and founder of Alpha Architect on market efficiency, trend-following, and investor behavior.
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Hint: It’s not about pursuing perfection.
Quick Definitions: Key Morningstar Terms
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.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.