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Morningstar

MSCM

MSCM Parent Rating

Below Average
Morningstar Manager Research

At this time, MSCM's assessment results in a Below Average Parent rating.

In its two-year history as a firm, there has been little evidence to suggest MSCM is a superior steward of capital compared with other asset managers. MSCM currently oversees one vehicle and a roster of four fund managers.

Lofty fees on open-end and exchange-traded funds are a drag on performance at the firm, where the average net expense ratio, compared with other firms, is in the second-costliest quintile.

To upgrade the firm's rating, MSCM will be expected to build a consistent track record of positive investor experience.

MSCM Investments

Exchange-Traded Funds

See All MSCM ETFs

Market

US ETFs

Total Net Assets

48.55 Mil

Investment Flows (TTM)

6.56 Mil

Asset Growth Rate (TTM)

19.83%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
McElhenny Sheffield Managed Risk ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

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