There have yet to be signs suggesting that Mohrfunds is a topnotch steward. As a result, it is assigned a Below Average Parent rating until there's contrary evidence. Mohrfunds currently runs six vehicles and one portfolio manager. As a consequence of being a new firm, its solo manager brings limited experience, with only two years under their belt.
The Mohrfunds open-end and exchange-traded fund lineup is moderately priced, with its average net expense ratio falling in the middle quintile of asset managers.
To upgrade the firm's rating, Mohrfunds will be expected to build a consistent track record of positive investor experience.