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Morningstar

Christopher Weil & Company

Christopher Weil & Company Parent Rating

Average
Morningstar Manager Research

Christopher Weil& Company's track record as a steward is mixed, leading to an Average Parent Pillar rating.

The firm has proven successful at holding onto portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. Experienced longest-tenured management is a core advantage that Christopher Weil& Company has over peer firms. With 12 years of average tenure across the group, it is clear that they've been put through their paces. The Christopher Weil& Company 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.

Christopher Weil & Company Investments

Mutual Funds

See All Christopher Weil & Company Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

83.59 Mil

Investment Flows (TTM)

−11.98 Mil

Asset Growth Rate (TTM)

−13.61%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Christopher Weil & Co Core Investment48
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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  • 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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