TrueMark

The firm's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 3.6 stars. The firm has seen high portfolio management turnover since the firm's inception, which detracts from the firm’s rating. A stable team tends to support positive results. A notable weakness of TrueMark is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only one year of average tenure across their management team, there is cause for concern.