Morningstar

AAM

AAM Parent Rating

Below Average
Morningstar Manager Research

AAM fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Aside from the overall view, the firm's portfolio managers have worked to align their interests with investors' by taking a personal stake and investing alongside them. Almost 18% of the firm’s assets are covered by invested managers. In terms of risk-adjusted performance, the AAM open-end and exchange-traded funds fall short of competitors, with an average five-year Morningstar Rating of 2.1 stars. 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.

AAM Investments

Mutual Funds

View All AAM Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

505.82 Mil

Investment Flows (TTM)

−48.31 Mil

Asset Growth Rate (TTM)

−9.30%

# of Share Classes

7
Morningstar Rating # of Share Classes
0
3
2
1
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
AAM/Insight Select Income Y19
AAM/Insight Select Income I21
AAM/HIMCO Short Duration I30
AAM/Insight Select Income A41
AAM/HIMCO Short Duration A61
View All 5-Star Standouts

Exchange-Traded Funds

View All AAM ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

494.86 Mil

Investment Flows (TTM)

178.46 Mil

Asset Growth Rate (TTM)

58.30%

# of Share Classes

8
Morningstar Rating # of Share Classes
0
0
2
1
1
Not Rated 4
Name
Morningstar Rating Overall
5-Year Category Rank
AAM S&P Emerging Markets Hi Div Val ETF47
AAM Low Duration Pref & Inc Secs ETF—
AAM S&P Dev Mkts Hi Div Val ETF97
AAM S&P 500 High Dividend Value ETF84
AAM Transformers ETF——
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • 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.

Sponsor Center