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Morningstar

Mohrfunds

Mohrfunds Parent Rating

Below Average
Morningstar Manager Research

Since its inception only two years ago, Mohrfunds has not exhibited qualities that as stewards, build confidence.

At this stage, the firm earns a Below Average Parent rating. Mohrfunds currently oversees six vehicles, with a total of$ 38.6 million under management and one portfolio manager. As a consequence of being a new firm, its solo manager brings limited experience, with only three 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.

Mohrfunds Investments

Exchange-Traded Funds

See All Mohrfunds ETFs

Market

US ETFs

Total Net Assets

213.45 Mil

Investment Flows (TTM)

−80.14 Mil

Asset Growth Rate (TTM)

−28.43%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 5
Name
Morningstar Rating Overall
5-Year Category Rank
Mindful Conservative ETF——
Adaptive Core ETF——
Mohr Sector Nav ETF——
Mohr Growth ETF——
Mohr Industry Nav ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

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