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Morningstar

athena fund

athena fund Parent Rating

Average
Morningstar Manager Research

athena fund's track record as a steward is mixed, leading to an Average Parent Pillar rating.

athena fund has served investors well through its very competitive risk-adjusted performance, with an average five-year Morningstar Rating of 4.0 stars across its open-end and exchange-traded funds. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

athena fund Investments

Mutual Funds

See All athena fund Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

23.76 Mil

Investment Flows (TTM)

−13.36 Mil

Asset Growth Rate (TTM)

−38.44%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Athena Behavioral Tactical A20
Athena Behavioral Tactical I16
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.

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