As a result, it has an Average Parent Pillar rating. Curasset Capital currently runs two vehicles, with a total of$ 487.4 million under management and a bench of three portfolio managers. As a small group, this management team is quite accomplished with about 14 years of average total industry experience.
A pocket of strength is the firm’s below-average fees on its open-end and exchange-traded funds, demonstrating a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of its funds is within the second-cheapest quintile of firms. Additionally, Curasset Capital has not disclosed portfolio holdings and data more often than is required by regulation, which would improve their transparency.
To retain an Average rating, Curasset Capital will be expected to uphold a consistent track record of positive investor experience.