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Morningstar

Teberg

Teberg Parent Rating

Average
Morningstar Manager Research

Teberg has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 22 years at the firm, bringing extensive experience to the table. A strength of Teberg is its very competitive risk-adjusted performance. The firm's open-end and exchange-traded funds average a five-year Morningstar Rating of 5.0 stars. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the second most-expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.

Teberg Investments

Mutual Funds

See All Teberg Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

2
Morningstar Rating # of Share Classes
1
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Teberg2
Teberg Investor——
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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