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Hanlon Investment Management

Hanlon Investment Management Parent Rating

Average

Hanlon Investment Management is an industry-standard asset manager, resulting in an Average Parent Pillar rating.

Even with an average pillar rating, Hanlon Investment Management has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies 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. With an average tenure of nine years among the longest-tenured managers at Hanlon Investment Management, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Hanlon Investment Management open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Hanlon Investment Management's rating.

Hanlon Investment Management Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

90.91 Mil

Investment Flows (TTM)

−31.16 Mil

Asset Growth Rate (TTM)

−29.89%

# of Share Classes

4
Morningstar Rating # of Share Classes
0
1
3
0
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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