The firm's lasting product shelf is its strength. Its five-year success ratio of 100% means that 100% of its strategies have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. It's encouraging to see ACR showcase strong risk-adjusted performance across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 4.0 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.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.