As a result, it has an Average Parent Pillar rating. Fairlead Funds currently runs one vehicle and one portfolio manager. Unsurprising given its limited track record, the solo manager at Fairlead Funds is relatively inexperienced, with only two years of industry experience.
The firm’s relatively inexpensive fees on open-end and exchange-traded funds truly evince a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of the firm’s funds falls within the second-cheapest quintile of firms.
To maintain an Average rating, Fairlead Funds needs to maintain a consistent track record of positive investor experience.