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Morningstar

Kempner

Kempner Parent Rating

Average
Morningstar Manager Research

Kempner has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

The firm has proven successful at holding onto portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. On average, Kempner's longest-tenured strategy managers have 16 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Kempner's open-end and exchange-traded funds falls short of competitors.

Kempner Investments

Mutual Funds

See All Kempner Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

91.21 Mil

Investment Flows (TTM)

43.55 Mil

Asset Growth Rate (TTM)

135.62%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
1
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Kempner Multi-Cap Deep Value Instl60
Kempner Multi-Cap Deep Value Investor79
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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