A strength of Matson Money is its experienced longest-tenured portfolio managers, who have accrued an average 13 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. With an average 10-year Morningstar Rating of 2.2 stars, the risk-adjusted performance of Matson Money's open-end and exchange-traded funds falls short of competitors.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.