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Morningstar

Palm

Palm Parent Rating

Below Average
Morningstar Manager Research

Palm has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

A notable weakness of Palm is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only about five years of average asset-weighted tenure, there's cause for concern. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Palm Investments

Mutual Funds

See All Palm Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

267.34 Mil

Investment Flows (TTM)

50.61 Mil

Asset Growth Rate (TTM)

25.15%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
2
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Palm Valley Capital Institutional—
Palm Valley Capital Investor—
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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