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. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the cheapest quintile of category peers. The Hoya Capital roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 2.0 stars.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.