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Chevy Chase Bank

Chevy Chase Bank Parent Rating

Above Average

Chevy Chase Bank remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.

Chevy Chase Bank open-end and exchange-traded funds are, on average, offered at a minimal cost, suggesting that the firm considers what's best for its investor base. Fees for the firm's funds, on average, fall within the cheapest quintile of respective category peers. Portfolio manager turnover at Chevy Chase Bank has been low over the past five years, building confidence that the firm is working to establish a stable and engaging culture. Average tenure of nine years among the longest-tenured managers at Chevy Chase Bank is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Chevy Chase Bank Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

70.37 Mil

Investment Flows (TTM)

−5.47 Mil

Asset Growth Rate (TTM)

−8.03%

# 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
CCT Thematic Equity Institutional

Quick Definitions: Key Morningstar Terms

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