Skip to Content
Morningstar

Alta Capital

Alta Capital Parent Rating

Average
Morningstar Manager Research

Alta Capital is an industry-standard asset manager, leading to an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Alta Capital is a core advantage over global asset management peers. With 23 years of average asset-weighted tenure across the management group, it is clear they've been put through their paces. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average three-year Morningstar Rating is 2.0 stars.

Alta Capital Investments

Mutual Funds

See All Alta Capital Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

72.31 Mil

Investment Flows (TTM)

8.93 Mil

Asset Growth Rate (TTM)

17.90%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Alta Quality Growth Institutional94
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.

Sponsor Center