The firm has had encouraging initial results among its product shelf. Its three-year success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Freedom Day Solutions has accumulated a stellar risk-adjusted track record across its open-end and exchange-traded funds, with an average three-year Morningstar Rating of 4.0 stars. An average tenure of only two years among the longest-tenured managers at Freedom Day Solutions is concerning. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
Jamie Hopkins: A Framework for Financial Freedom
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.