Morningstar

EMBASSY

EMBASSY Parent Rating

Below Average
Morningstar Manager Research

At this time, EMBASSY's assessment results in a Below Average Parent rating.

In its two-year history as a firm, there has been little evidence to suggest EMBASSY is a superior steward of capital compared with other asset managers. EMBASSY currently manages two vehicles, with a total of$ 324.6 million under management and a roster of two portfolio managers. As a consequence of being a new firm, there is very low manager experience, on average about one year.

Lofty fees on open-end and exchange-traded funds at EMBASSY detract from fund performance. Compared with its peers, the average expense ratio of the firm's fund lineup is in the highest quintile.

To upgrade the firm's rating, EMBASSY needs to build a consistent track record of positive investor experience.

EMBASSY Investments

Mutual Funds

View All EMBASSY Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

324.57 Mil

Investment Flows (TTM)

194.56 Mil

Asset Growth Rate (TTM)

169.64%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 2
Name
Morningstar Rating Overall
5-Year Category Rank
Ambassador——
The Diplomat Fund——
View All 5-Star Standouts

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