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Morningstar

Wall Street

Wall Street Parent Rating

Above Average
Morningstar Manager Research

Overall, Wall Street benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Manager investment is an area of strength for the firm. Over 100% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Wall Street has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Wall Street Investments

Mutual Funds

See All Wall Street Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

454.48 Mil

Investment Flows (TTM)

17.71 Mil

Asset Growth Rate (TTM)

5.27%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Evercore Equity42
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Morningstar Mentions

Financial institutions might sometimes be wicked, but they deliver a genuine public good.

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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