Morningstar

BFS Investments

BFS Investments Parent Rating

Average
Morningstar Manager Research

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

An area of strength at BFS Investments is its tenured portfolio management team, which boasts 11 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. In terms of risk-adjusted performance, the BFS Investments open-end and exchange-traded funds fall short of competitors, with an average three-year Morningstar Rating of 2.0 stars.

BFS Investments

Mutual Funds

View All BFS Investments Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

58.81 Mil

Investment Flows (TTM)

−1.03 Mil

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
BFS Equity Institutional87
View All 5-Star Standouts

Morningstar Mentions

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.

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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