Skip to Content
Morningstar

Ballast

Ballast Parent Rating

Below Average
Morningstar Manager Research

Ballast lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Ballast fails to live up to one of the hallmarks of stewardship, manager investment, to help align portfolio manager and shareholder interests. None of the firm’s assets are covered by an invested manager. With an average asset-weighted tenure of six years among the longest-tenured managers at Ballast, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Turnover among Ballast portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Ballast Investments

Exchange-Traded Funds

See All Ballast ETFs

Market

US ETFs

Total Net Assets

142.99 Mil

Investment Flows (TTM)

59.62 Mil

Asset Growth Rate (TTM)

86.38%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Ballast Small/Mid Cap ETF—
View All 5-Star Standouts

Morningstar Mentions

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