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Sextant Parent Rating

Below Average

In an increasingly competitive industry, Sextant falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

Sextant's longest-tenured managers do not have the same experience as teams at other firms. Specifically, average asset-weighted tenure within the firm is only five years, building concern in the group's ability to manage capital through a full market cycle effectively. Sextant fails to showcase longevity across its product shelf, as evidenced by its 10-year risk-adjusted success ratio. Over this time period, only 25% of its roster has been able to both survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. The firm's risk-adjusted performance compares similarly to competitors. Across all open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 3.6 stars, which is about standard.

Sextant Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

201.01 Mil

Investment Flows (TTM)

1.89 Mil

Asset Growth Rate (TTM)


# of Share Classes

Morningstar Rating # of Share Classes
Not Rated 0

Quick Definitions: Key Morningstar Terms

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