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Morningstar

Bretton Fund

Bretton Fund Parent Rating

Average
Morningstar Manager Research

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

Bretton 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. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Bretton Fund's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the most expensive quintile of similarly distributed strategies.

Bretton Fund Investments

Mutual Funds

See All Bretton Fund Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

95.03 Mil

Investment Flows (TTM)

4.01 Mil

Asset Growth Rate (TTM)

6.09%

# 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
Bretton Fund14
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.

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