Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars. Average asset-weighted tenure of seven years among the longest-tenured managers at KKM is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
KKM has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.