Medalist Partner

Compared with peers, Medalist Partner has had high portfolio management turnover over the past five years, contributing negatively to its rating and possibly signaling an unstable culture. In terms of risk-adjusted performance, the Medalist Partner open-end and exchange-traded funds fall short of competitors, with an average five-year Morningstar Rating of 1.6 stars. The longest-tenured managers’ average tenure within the firm is 11 years, bringing a wealth of knowledge through multiple market cycles to the table and contributing positively to the rating.