Fulcrum - Asset Management Company | Morningstar

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Fulcrum Investments

Mutual Funds

See All Fulcrum Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

207.95 Mil

Investment Flows (TTM)

−51.49 Mil

Asset Growth Rate (TTM)

−21.09%

# of Share Classes

2

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	1
	1
	0
	0
Not Rated	0
		0% 25 50

Name	Morningstar Rating Overall	5-Year Category Rank
Fulcrum Diversified Abslt Ret Spr Instl		51
Fulcrum Diversified Abslt Ret Instl		55

View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

Category

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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.

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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.

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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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