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Morningstar

Marmont

Marmont Parent Rating

Below Average
Morningstar Manager Research

Marmont fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Marmont fails to live up to one of the hallmarks of stewardship, manager investment, to help align portfolio manager and shareholder interests. None of the firm’s assets are covered by an invested manager. A cause for concern at Marmont is its relatively inexperienced longest-tenured management. In particular, average asset-weighted tenure at the firm is only four years, a negative contributor to the rating. The Marmont roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 2.0 stars.

Marmont Investments

Mutual Funds

See All Marmont Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

53.48 Mil

Investment Flows (TTM)

6.60 Mil

Asset Growth Rate (TTM)

14.63%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
2
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Hardman Johnston Intl Gr Fd Instl Shr67
Hardman Johnston Intl Gr Fd Retl Shr66
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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