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Morningstar

Spyglass Capital Management

Spyglass Capital Management Parent Rating

Average
Morningstar Manager Research

Spyglass Capital Management's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. The firm stands out in its commitment to investor values by offering an open-end and exchange-traded product lineup at a low cost. On average, the firm charges fees on its funds that are within the second cheapest quintile of its category. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Spyglass Capital Management's open-end and exchange-traded funds falls short of competitors.

Spyglass Capital Management Investments

Mutual Funds

See All Spyglass Capital Management Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

813.17 Mil

Investment Flows (TTM)

−139.49 Mil

Asset Growth Rate (TTM)

−21.53%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Spyglass Growth Institutional85
View All 5-Star Standouts

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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