Edgewood

The experienced longest-tenured portfolio management at Edgewood is a core advantage over global asset management peers. With 28 years of average asset-weighted tenure across the management group, it is clear they've been put through their paces. In terms of risk-adjusted performance, the Edgewood open-end and exchange-traded funds fall short of competitors, with an average three-year Morningstar Rating of 2.0 stars. The firm has not had a durable product lineup. Specifically, its three-year success ratio demonstrates that only 0% of products were both able to survive and beat their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.