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Medalist Partner

Medalist Partner Parent Rating

Below Average

Medalist Partner has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

Portfolio management turnover at Medalist Partner is higher than at peers, detracting from its rating, as positive investment results tend to go hand in hand with long-term stability. The Medalist Partner roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as shown by its average five-year Morningstar Rating of 1.8 stars. A sign of strength at Medalist Partner is its longest-tenured management, which offers an average tenure of 15 years at the firm. This accumulation of experience builds confidence that the group can navigate a variety of market environments adeptly.

Medalist Partner Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

518.69 Mil

Investment Flows (TTM)

28.34 Mil

Asset Growth Rate (TTM)

6.29%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
1
2
2
0
Not Rated 0

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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