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Morningstar

MP 63

MP 63 Parent Rating

Above Average
Morningstar Manager Research

MP 63 remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating.

A mark that sets this steward apart is that managers invest significantly alongside fundholders. Almost 100% of the firm’s assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. MP 63 has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years.

MP 63 Investments

Mutual Funds

See All MP 63 Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

95.08 Mil

Investment Flows (TTM)

−7.55 Mil

Asset Growth Rate (TTM)

−8.40%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
The MP 6383
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

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