A strength of Logan Circle is that its product shelf of open-end and exchange-traded funds is, on average, offered at a minimal cost, suggesting that it considers what's best for its investor base. On average, fees for funds are in the second-cheapest quintile of respective category peers. The firm has not had a durable product lineup. Specifically, its three-year risk-adjusted success ratio demonstrates that only 0% of products both survived and beat their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. The Logan Circle roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 1.5 stars.
Logan Circle has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.
United States