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Integrity Parent Rating

Below Average

Integrity fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Despite the negative rating, an area of strength of the firm is manager investment. Over 36% of the firm's assets are covered by invested managers, in an effort to align portfolio manager and shareholder interests. A detractor from the firm's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. On average, Integrity's longest-tenured portfolio managers have accrued 13 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

Integrity Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

867.62 Mil

Investment Flows (TTM)

−75.07 Mil

Asset Growth Rate (TTM)


# of Share Classes

Morningstar Rating # of Share Classes
Not Rated 3

Morningstar Mentions

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