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Barclays

Barclays Parent Rating

Average

Barclays has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 67%, meaning that 67% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Barclays's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average five-year Morningstar Rating is 3.3 stars, which is about standard. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Barclays's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

Barclays Investments

Exchange-Traded Funds

See All Barclays ETFs

Market

US ETFs

Total Net Assets

1.25 Bil

Investment Flows (TTM)

113.47 Mil

Asset Growth Rate (TTM)

7.76%

# of Share Classes

29
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 29

Morningstar Mentions

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