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Morningstar

Cook & Bynum Capital

Cook & Bynum Capital Parent Rating

Average
Morningstar Manager Research

Cook& Bynum Capital has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of Cook& Bynum Capital is its very competitive risk-adjusted performance. The firm's open-end and exchange-traded funds average a five-year Morningstar Rating of 4.0 stars. Cook& Bynum Capital open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Cook& Bynum Capital's rating.

Cook & Bynum Capital Investments

Mutual Funds

See All Cook & Bynum Capital Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

77.21 Mil

Investment Flows (TTM)

3.30 Mil

Asset Growth Rate (TTM)

5.02%

# 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
The Cook & Bynum29
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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    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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