Morningstar

Renaissance Capital

Renaissance Capital Parent Rating

Average
Morningstar Manager Research

Renaissance Capital has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

One notable advantage of Renaissance Capital is its below-average fees. On average, the firm's open-end and exchange-traded fund fees fall in the lowest quintile of category peers. Renaissance Capital fails to showcase longevity across its product shelf, as evidenced by its three-year risk-adjusted success ratio. Over this time period, only 0% of its roster has been able to both survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. With an average three-year Morningstar Rating of 1.0 stars, the risk-adjusted performance of Renaissance Capital's open-end and exchange-traded funds falls short of competitors.

Renaissance Capital Investments

Exchange-Traded Funds

View All Renaissance Capital ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

161.44 Mil

Investment Flows (TTM)

−79.49 Mil

Asset Growth Rate (TTM)

−39.56%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Renaissance IPO ETF81
Renaissance International IPO ETF100
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.

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