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Grimaldi

Grimaldi Parent Rating

Below Average

In an increasingly competitive industry, Grimaldi falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

Grimaldi open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. The Grimaldi 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. On average, Grimaldi's longest-tenured portfolio managers have accrued 14 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

Grimaldi Investments

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Sector Rotation Fund95

Quick Definitions: Key Morningstar Terms

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