Beyond

Beyond earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry. Beyond stands out from a cost perspective for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, fees for the firm's funds are in the lowest quintile of category peers. Beyond has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers since the firm's inception. A notable weakness of Beyond is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only four years of average asset-weighted tenure across their management team, there is cause for concern.