Skip to Content
Morningstar

Carbon Collective

Carbon Collective Parent Rating

Average
Morningstar Manager Research

Since its inception only one year ago, Carbon Collective has demonstrated that it can be trusted as much as the next asset manager.

As a result, it has an Average Parent Pillar rating. Carbon Collective currently manages one vehicle, with a total of$ 26.5 million under management and a bench of four fund managers.

Carbon Collective deserves plaudits for its commitment to low fees for its open-end and exchange-traded funds, which showcases its willingness to prioritize investors. The firm's average net expense ratio across all funds is in the cheapest quintile of firms.

To maintain an Average rating, Carbon Collective needs to maintain a consistent track record of positive investor experience.

Carbon Collective Investments

Exchange-Traded Funds

See All Carbon Collective ETFs

Market

US ETFs

Total Net Assets

26.50 Mil

Investment Flows (TTM)

7.11 Mil

Asset Growth Rate (TTM)

38.10%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 2
Name
Morningstar Rating Overall
5-Year Category Rank
Carbon Collective Short Dur Grn Bd ETF——
Carbon Collective Climate Sol US Eq ETF——
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.

Sponsor Center