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Morningstar

Provident Trust

Provident Trust Parent Rating

Average
Morningstar Manager Research

Provident Trust has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of Provident Trust is its experienced longest-tenured portfolio managers, who have accrued an average 23 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Provident Trust has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years.

Provident Trust Investments

Mutual Funds

See All Provident Trust Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

199.80 Mil

Investment Flows (TTM)

−28.85 Mil

Asset Growth Rate (TTM)

−15.65%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Provident Trust Strategy83
View All 5-Star Standouts

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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