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Concorde

Concorde Parent Rating

Average

Concorde has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 36 years at the firm, bringing a wealth of experience to the table. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars. Concorde open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Concorde's rating.

Concorde Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

37.68 Mil

Investment Flows (TTM)

−724,095.00

Asset Growth Rate (TTM)

−1.99%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Concorde Wealth Management52

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