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Morningstar

Campbell & Company

Campbell & Company Investments

Mutual Funds

See All Campbell & Company Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.11 Bil

Investment Flows (TTM)

327.30 Mil

Asset Growth Rate (TTM)

41.50%

# of Share Classes

3
Morningstar Rating # of Share Classes
3
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Campbell Systematic Macro A4
Campbell Systematic Macro I1
Campbell Systematic Macro C7
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Morningstar Mentions

Cheap high-quality names from the Morningstar Wide Moat Focus Index are attractive stocks to buy for long-term investors.

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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