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SKBA Parent Rating

Above Average

SKBA earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. SKBA has showcased a durable product shelf. This is demonstrated by the firm's five-year risk-adjusted success ratio of 100%, meaning that 100% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.0 stars.

SKBA Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

12.74 Mil

Investment Flows (TTM)


Asset Growth Rate (TTM)


# of Share Classes

Morningstar Rating # of Share Classes
Not Rated 0

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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