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Prospector

Prospector Parent Rating

Average

Prospector's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Even with an average pillar rating, Prospector has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Prospector has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results. Prospector open-end and exchange-traded products are priced, on average, among the highest quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Prospector's rating.

Prospector Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

278.92 Mil

Investment Flows (TTM)

5.99 Mil

Asset Growth Rate (TTM)

2.42%

# of Share Classes

2
Morningstar Rating # of Share Classes
1
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Prospector Capital Appreciation8
Prospector Opportunity61

Quick Definitions: Key Morningstar Terms

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