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 Investments
Total Net Assets1.29 Bil
Investment Flows (TTM)328.64 Mil
Asset Growth Rate (TTM)30.24%
# of Share Classes12
# of Share Classes
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.
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