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Morningstar

WOA

WOA Parent Rating

Below Average
Morningstar Manager Research

In an increasingly competitive industry, WOA falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

None of the firm’s assets are covered by an invested manager. Team members’ investments are regarded as helping to encourage long-term thinking and align portfolio manager and investor interests. A detractor from the firm's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. On average, WOA's longest-tenured portfolio managers have accrued 12 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

WOA Investments

Mutual Funds

See All WOA Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
WOA All Asset I Class I57
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