Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
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|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Reinhart Genesis PMV Fund Investor Class | RPMAX | Small Blend | 24.16% | 10 | 1.200% | Above Average | No Load | $5,000 | ||
| Reinhart Genesis PMV Fund Advisor Class | RPMFX | Small Blend | 24.36% | 9 | 0.950% | Below Average | No Load | $5,000 |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.