Stifel open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the highest quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average five-year Morningstar Rating is 1.0 stars. Stifel has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.
Stifel lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.