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Morningstar

EntrepreneurShares

EntrepreneurShares Parent Rating

Average
Morningstar Manager Research

In a competitive industry, EntrepreneurShares does n't differentiate itself enough, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. With an average three-year Morningstar Rating of 1.3 stars, the risk-adjusted performance of EntrepreneurShares's open-end and exchange-traded funds falls short of competitors.

EntrepreneurShares Investments

Mutual Funds

See All EntrepreneurShares Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

138.18 Mil

Investment Flows (TTM)

−19.95 Mil

Asset Growth Rate (TTM)

−14.78%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
1
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
ERShares US Small Cap™ Inst97
ERShares Global Entrepreneurs™ Instl96
View All 5-Star Standouts

Exchange-Traded Funds

See All EntrepreneurShares ETFs

Market

US ETFs

Total Net Assets

85.09 Mil

Investment Flows (TTM)

27.90 Mil

Asset Growth Rate (TTM)

50.29%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
ERShares Entrepreneur ETF98
ERShares NextGen Entrepreneurs ETF100
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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