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Morningstar

Wilbanks Smith & Thomas

Wilbanks Smith & Thomas Parent Rating

Above Average
Morningstar Manager Research

Overall, Wilbanks Smith& Thomas benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Managers at Wilbanks Smith& Thomas are at the top of the industry when it comes to eating their own cooking. Almost 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their respective product, in an effort to align portfolio manager and shareholder interests. Wilbanks Smith& Thomas has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. The longest-tenured managers’ average asset-weighted tenure within the firm is ten years, bringing a wealth of knowledge through a complete market cycle and ultimately contributing positively to the rating.

Wilbanks Smith & Thomas Investments

Mutual Funds

See All Wilbanks Smith & Thomas Funds

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
WSTCM Credit Select Risk Managed Instl16
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