Liquid Strategies fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating. Liquid Strategies's longest-tenured managers do not have the same experience as teams at other firms. Specifically, average asset-weighted tenure within the firm is only three years, building concern in the group's ability to manage capital through a full market cycle effectively. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. The firm's lineup has been durable. It has had a three-year risk-adjusted success ratio of 80%, meaning that of the strategies with a three-year track record, 80% have survived and beaten their respective category median on a risk-adjusted basis.
Liquid Strategies
Liquid Strategies Investments
Market
US ETFsTotal Net Assets
364.45 MilInvestment Flows (TTM)
−83.72 MilAsset Growth Rate (TTM)
−16.26%# of Share Classes
7
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 1 | |
| 1 | |
| 2 | |
| 1 | |
| 0 | |
| Not Rated | 2 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Overlay Shares Municipal Bond ETF | — | |
| Overlay Shares Core Bond ETF | — | |
| Overlay Shares Small Cap Equity ETF | — | |
| Overlay Shares Large Cap Equity ETF | — | |
| Overlay Shares Foreign Equity ETF | — |
Morningstar Mentions
Liquid Alternatives Funds Belong on Most Investors' Too-Hard Pile
Their diversification benefits have mostly been a mirage.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas before filing your taxes.
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