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CornerCap

CornerCap Parent Rating

Above Average

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

A contributing factor to the firm's favorable rating is its impressive track record of endurance. The CornerCap five-year risk-adjusted success ratio is 100%, meaning that over the period, 100% of its products have survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Manager turnover at CornerCap has been higher than at peer asset management firms. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers, liquidations, and portfolio managers changing roles or leaving the firm. In some cases, a change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture.

CornerCap Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

132.08 Mil

Investment Flows (TTM)

−13.09 Mil

Asset Growth Rate (TTM)

−9.61%

# of Share Classes

2
Morningstar Rating # of Share Classes
1
1
0
0
0
Not Rated 0

Exchange-Traded Funds

See All CornerCap ETFs

Market

US ETFs

Total Net Assets

191.48 Mil

Investment Flows (TTM)

17.64 Mil

Asset Growth Rate (TTM)

11.11%

# 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
CornerCap Fundametrics® Lrg-Cap ETF FUNL

Quick Definitions: Key Morningstar Terms

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