Boston Common

Boston Common products have lacked longevity, with only a 0% five-year success ratio, meaning that of the strategies on offer, 0% have both survived and beaten their respective category median. A low success ratio not only indicates weak performance but also raises flags about a firm’s discipline around investment strategy and product development. In terms of risk-adjusted performance, the Boston Common open-end and exchange-traded funds fall short of competitors, with an average overall Morningstar Rating of 2.0 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.