With an average five-year Morningstar Rating of 5.0 stars across its open-end and exchange-traded products, the firm has demonstrated its ability to deploy capital successfully for investors. Waycross has showcased a durable product shelf. This is demonstrated by the firm's five-year risk-adjusted success ratio of 100%, meaning that 100% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Waycross's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.