Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Average asset-weighted tenure of seven years among the longest-tenured managers at WealthTrust is on par with peer firms. In isolation, seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.