The firm charges fees for its open-end and exchange-traded funds on par with category peers. On average, fees on its funds are in the middle quintile of category peers, giving it neither an advantage nor disadvantage compared with the competition. RWC strategies have failed to have lengthy success. In particular, the firm's three-year success ratio demonstrates that only 26% have both survived and beaten their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. The RWC roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 2.4 stars.
In a competitive industry, RWC does n't differentiate itself enough, leading to an Average Parent Pillar rating.