Longevity at the firm has been impressive. Its five-year risk-adjusted success ratio is 67%, meaning that 67% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Longest-tenured managers’ average tenure within the firm is 13 years, bringing a wealth of knowledge through multiple market cycles and ultimately contributing positively to the rating. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 2.5 stars.
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