Skip to Content
Morningstar

Villere

Villere Parent Rating

Average
Morningstar Manager Research

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

The experienced longest-tenured portfolio management at Villere is a core advantage over global asset management peers. With 18 years of average tenure across the management group, it is clear they've been put through their paces. Villere has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. The Villere roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.5 stars.

Villere Investments

Mutual Funds

See All Villere Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

172.11 Mil

Investment Flows (TTM)

−22.92 Mil

Asset Growth Rate (TTM)

−12.83%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Villere Equity98
Villere Balanced Inv99
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.

Sponsor Center