DEMZ has served investors well through its very competitive risk-adjusted performance, with an average overall Morningstar Rating of 5.0 stars across its open-end and exchange-traded funds. An average tenure of only three years among the longest-tenured managers at DEMZ is concerning. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
DEMZ has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.