Morningstar

Wavelength

Wavelength Parent Rating

Average
Morningstar Manager Research

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

The firm has proven successful at holding onto portfolio management talent, providing continuity for strategies, as displayed by low turnover in the past five years compared with asset management peers. The firm tends to offer open-end and exchange-traded products at lower costs, a strength of the firm. On average, expenses for the firm's funds land in the second-cheapest quintile of category peers.

Wavelength Investments

Mutual Funds

View All Wavelength Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

69.41 Mil

Investment Flows (TTM)

−38.10 Mil

Asset Growth Rate (TTM)

−37.50%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
1
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Wavelength50
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

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