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Morningstar

Boyar

Boyar Parent Rating

Average
Morningstar Manager Research

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

Boyar's longest-tenured portfolio management is worth mentioning, which boasts 26 years of average asset-weighted tenure. In general, seasoned teams tend to have more experience in both up and down markets. Portfolio manager turnover at Boyar has been low over the past five years, building confidence that the firm is working to establish a stable and engaging culture. The Boyar roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Boyar Investments

Mutual Funds

See All Boyar Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

31.58 Mil

Investment Flows (TTM)

−267,870.00

Asset Growth Rate (TTM)

−1.01%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Boyar Value99
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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