At this time, Mohrfunds's assessment results in a Below Average Parent rating. In its one-year history as a firm, there has been little evidence to suggest Mohrfunds is a superior steward of capital compared with other asset managers. Mohrfunds currently oversees four vehicles and one portfolio manager. Unsurprising given its limited track record, the solo manager at Mohrfunds is relatively inexperienced, with about one year of industry experience.
Mohrfunds
Mohrfunds Investments
Market
US ETFsTotal Net Assets
290.52 MilInvestment Flows (TTM)
267.40 MilAsset Growth Rate (TTM)
583.75%# of Share Classes
4
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 0 | |
| 0 | |
| 0 | |
| 0 | |
| 0 | |
| Not Rated | 4 |
0%
50
100
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Adaptive Core ETF | — | — |
| Mindful Conservative ETF | — | — |
| Mohr Sector Nav ETF | — | — |
| Mohr Growth ETF | — | — |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
Quick Definitions: Key Morningstar Terms
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.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.