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Morningstar

SRH Funds

SRH Funds Parent Rating

Average
Morningstar Manager Research

Since its inception one year ago, SRH Funds has demonstrated that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

SRH Funds currently runs two vehicles, with a total of$ 192.7 million under management and a bench of four fund managers.

The below-average fees of SRH Funds's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the lowest quintile of peer asset managers.

To keep an Average rating, SRH Funds needs to uphold a consistent track record of positive investor experience.

SRH Funds Investments

Exchange-Traded Funds

See All SRH Funds ETFs

Market

US ETFs

Total Net Assets

180.60 Mil

Investment Flows (TTM)

6.82 Mil

Asset Growth Rate (TTM)

6.39%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 2
Name
Morningstar Rating Overall
5-Year Category Rank
SRH REIT Covered Call ETF——
SRH U.S. Quality ETF——
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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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