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Williamsburg

Williamsburg Parent Rating

Average

Williamsburg is an industry-standard asset manager, leading to an Average Parent Pillar rating.

A strength of Williamsburg is its experienced longest-tenured portfolio managers, who have accrued an average 23 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. Williamsburg open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Williamsburg's rating.

Williamsburg Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

53.79 Mil

Investment Flows (TTM)

−1.86 Mil

Asset Growth Rate (TTM)

−4.33%

# 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
Jamestown Equity11

Quick Definitions: Key Morningstar Terms

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