Skip to Content

SP Funds

SP Funds Parent Rating

Average

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

However, an area of strength for the firm is that they've delivered strong risk-adjusted returns for shareholders, with an average three-year Morningstar Rating of 4.0 stars across its open-end and exchange-traded products. The metric measures the risk-adjusted performance of an asset manager's currently live funds. 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 cheapest quintile of category peers. SP Funds's longest-tenured managers do not possess comparable experience as teams at other firms, a cause for concern. Specifically, average tenure within the firm is two years. As such, there is less confidence in the group's ability to manage capital through a full market cycle effectively.

SP Funds Investments

Exchange-Traded Funds

See All SP Funds ETFs

Market

US ETFs

Total Net Assets

762.65 Mil

Investment Flows (TTM)

332.00 Mil

Asset Growth Rate (TTM)

99.32%

# of Share Classes

5
Morningstar Rating # of Share Classes
1
1
1
0
0
Not Rated 2

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

Sponsor Center