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Morningstar

Spear

Spear Parent Rating

Average
Morningstar Manager Research

Since its inception only two years ago, Spear has demonstrated that it can be trusted as much as the next asset manager.

As a result, it has an Average Parent Pillar rating. Spear currently runs one vehicle, with a total of$ 76.7 million under management and one portfolio manager. As a consequence of being a new firm, its solo manager brings limited experience, with only three years under their belt.

To maintain an Average rating, Spear will be expected to uphold a consistent track record of positive investor experience.

Spear Investments

Exchange-Traded Funds

See All Spear ETFs

Market

US ETFs

Total Net Assets

74.45 Mil

Investment Flows (TTM)

66.93 Mil

Asset Growth Rate (TTM)

2,228.86%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Spear Alpha ETF——
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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