Dupree

The firm has proven successful at retaining portfolio management talent, providing continuity for strategies, as displayed by lower-than-average turnover in the past five years compared with asset management peers. The product lineup at Dupree has exhibited exemplary durability compared with peer asset managers when looked at over the past 10 years. Notably, its 10-year success ratio stands at 80%, meaning that 80% of its products have both survived and beaten their respective category median. 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 three-year Morningstar Rating is 2.9 stars.