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Evermore

Evermore Parent Rating

Below Average

Evermore lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Fees on the firm's open-end and exchange-traded funds are a weakness, contributing negatively to the rating and creating a larger performance hurdle on funds. On average, Evermore charges fees on its funds that are in the second most-expensive quintile of similarly distributed funds. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal. The Evermore roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average overall Morningstar Rating of 2.0 stars. A sign of strength at Evermore is its longest-tenured management, which boasts an average asset-weighted tenure of 14 years at the firm. This accumulation of experience builds confidence that the group can navigate a variety of market environments adeptly.

Evermore Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

82.84 Mil

Investment Flows (TTM)

−32.55 Mil

Asset Growth Rate (TTM)

−28.45%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
2
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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