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Morningstar

F/m Acceleration

F/m Acceleration Parent Rating

Average
Morningstar Manager Research

F/ m Acceleration's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.0 stars. Despite other redeeming qualities as a firm, F/ m Acceleration has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

F/m Acceleration Investments

Mutual Funds

See All F/m Acceleration Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

62.66 Mil

Investment Flows (TTM)

−11.87 Mil

Asset Growth Rate (TTM)

−20.37%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
F/m Investments Large Cap Focused Inst23
F/m Investments Large Cap Focused Inv27
View All 5-Star Standouts

Exchange-Traded Funds

See All F/m Acceleration ETFs

Market

US ETFs

Total Net Assets

70.99 Mil

Investment Flows (TTM)

68.96 Mil

# of Share Classes

4
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 4
Name
Morningstar Rating Overall
5-Year Category Rank
F/M 3-Yr Invmt Grd Corp Bd ETF——
F/m Opportunistic Income ETF——
F/M 2-Yr Invmt Grd Corp Bd ETF——
F/M 10-Yr Invmt Grd Corp Bd ETF——
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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