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iM Global

iM Global Parent Rating

Below Average

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

With an average tenure of seven years among the longest-tenured managers at iM Global, 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. iM Global strategies have failed to have lengthy success. In particular, the firm's three-year success ratio demonstrates that only 30% have both survived and beaten their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. iM Global has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.

iM Global Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.39 Bil

Investment Flows (TTM)

−323.31 Mil

Asset Growth Rate (TTM)

−20.37%

# of Share Classes

8
Morningstar Rating # of Share Classes
1
1
3
1
2
Not Rated 0

Exchange-Traded Funds

See All iM Global ETFs

Market

US ETFs

Total Net Assets

1.06 Bil

Investment Flows (TTM)

212.55 Mil

Asset Growth Rate (TTM)

27.08%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 3

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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