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Morningstar

Running Oak

Running Oak Parent Rating

Average
Morningstar Manager Research

In a competitive industry, Running Oak does n't differentiate itself enough, leading to an Average Parent Pillar rating.

An area of strength for the firm is its relatively high portfolio manager retention over the past five years, as long-term stability tends to support positive results. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers. With an average tenure of six years among the longest-tenured managers at Running Oak, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Running Oak Investments

Exchange-Traded Funds

See All Running Oak ETFs

Market

US ETFs

Total Net Assets

142.64 Mil

Investment Flows (TTM)

131.81 Mil

# 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
Running Oak Efficient Growth ETF——
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