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Morningstar

PMV

PMV Parent Rating

Below Average
Morningstar Manager Research

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

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

The PMV 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, PMV needs to build a consistent track record of positive investor experience.

PMV Investments

Exchange-Traded Funds

See All PMV ETFs

Market

US ETFs

Total Net Assets

22.43 Mil

Investment Flows (TTM)

−3.82 Mil

Asset Growth Rate (TTM)

−15.21%

# 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
PMV Adaptive Risk Parity ETF——
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Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

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  • 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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