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Morningstar

Sarofim Fayez

Sarofim Fayez Parent Rating

Above Average
Morningstar Manager Research

Sarofim Fayez has a strong investment culture as a firm, resulting in an Above Average Parent Pillar rating.

The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Sarofim Fayez has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

Sarofim Fayez Investments

Mutual Funds

See All Sarofim Fayez Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

110.21 Mil

Investment Flows (TTM)

−8.10 Mil

Asset Growth Rate (TTM)

−8.22%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Sarofim Equity39
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