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 Investments
Total Net Assets364.45 Mil
Investment Flows (TTM)−83.72 Mil
Asset Growth Rate (TTM)−16.26%
# of Share Classes7
# of Share Classes
Morningstar Rating Overall
5-Year Category Rank
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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
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