Longevity at the firm has been impressive. Its five-year success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A sign of strength at ACR is its longest-tenured management, which boasts 23 years of average asset-weighted tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
ACR is an industry-standard asset manager, resulting in an Average Parent Pillar rating.
United States