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Dupree

Dupree Parent Rating

Above Average

Dupree earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry.

Portfolio management turnover has been minimal at the firm over the past five years. Stability on the personnel front boosts confidence in its staying power. The product lineup at Dupree has exhibited exemplary durability compared with peer asset managers when looked at over the past five years. Notably, its five-year risk-adjusted success ratio stands at 60%, meaning that 60% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.0 stars.

Dupree Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

983.52 Mil

Investment Flows (TTM)

−112.89 Mil

Asset Growth Rate (TTM)

−10.47%

# of Share Classes

10
Morningstar Rating # of Share Classes
1
3
4
2
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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