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Morningstar

AOT Invest

AOT Invest Parent Rating

Average
Morningstar Manager Research

Even though AOT Invest only has a one-year track record, it has shown to be an industry-standard steward, warranting an Average Parent Pillar rating.

AOT Invest currently oversees one vehicle, with a total of$ 36.9 million under management and a roster of three fund managers. There is a noticeable lack of experience among the small group, which offers an average of two years of industry experience.

The below-average fees of AOT Invest's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the second-lowest quintile of peer asset managers.

To keep an Average rating, AOT Invest needs to uphold a consistent track record of positive investor experience.

AOT Invest Investments

Exchange-Traded Funds

See All AOT Invest ETFs

Market

US ETFs

Total Net Assets

35.09 Mil

Investment Flows (TTM)

4.63 Mil

Asset Growth Rate (TTM)

21.50%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
AOT Growth and Innovation ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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  • 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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