Anchor Capital products have lacked longevity, with only a 30% five-year risk-adjusted success ratio, meaning that of the strategies on offer, 30% have both survived and beaten their respective category median on a risk-adjusted basis. A low success ratio not only indicates weak performance but also raises flags about a firm’s discipline around investment strategy and product development. 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 2.7 stars. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fund fees on its products fall in the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Why Vanguard Dividend Growth Is a Great Portfolio Anchor
This low-volatility portfolio does a fine job for investors, but its strengths are hidden in its total returns.