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North Country

North Country Parent Rating

Below Average

In an increasingly competitive industry, North Country falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

North Country fails to live up to one of the hallmarks of stewardship, manager investment, to help align portfolio manager and shareholder interests. None of the firm’s assets are covered by an invested manager. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the second most-expensive quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal.

North Country Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

116.33 Mil

Investment Flows (TTM)

−24.66 Mil

Asset Growth Rate (TTM)

−19.00%

# 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 North Country Large Cap Equity Fund45

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