Investment House

Investment House open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the highest quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. Experienced longest-tenured management is a core advantage that Investment House has over peer firms. With 22 years of average tenure across the group, it is clear that they've been put through their paces. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.0 stars.