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Morningstar

CM Advisers

CM Advisers Parent Rating

Average
Morningstar Manager Research

In a competitive industry, CM Advisers does n't differentiate itself enough, leading to an Average Parent Pillar rating.

CM Advisers has accumulated an excellent risk-adjusted track record across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 5.0 stars. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to CM Advisers's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

CM Advisers Investments

Mutual Funds

See All CM Advisers Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

26.79 Mil

Investment Flows (TTM)

−893,925.00

Asset Growth Rate (TTM)

−3.56%

# of Share Classes

1
Morningstar Rating # of Share Classes
1
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
CM Advisors Fixed Income8
View All 5-Star Standouts

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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