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Morningstar

R3 ETFs

R3 ETFs Parent Rating

Average
Morningstar Manager Research

Since its inception one year ago, R3 ETFs has demonstrated that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

R3 ETFs currently runs one vehicle, with a total of$ 25.3 million under management and a bench of two fund managers.

R3 ETFs does not differentiate itself on costs. Across the open-end and exchange-traded product lineup, its average net expense ratio positions it in the middle quintile of firms.

To retain an Average rating, R3 ETFs will be expected to uphold a consistent track record of positive investor experience.

R3 ETFs Investments

Exchange-Traded Funds

See All R3 ETFs ETFs

Market

US ETFs

Total Net Assets

25.14 Mil

Investment Flows (TTM)

16.80 Mil

Asset Growth Rate (TTM)

271.02%

# 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
R3 Global Dividend Growth ETF——
View All 5-Star Standouts

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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