Morningstar

Mar Vista

Mar Vista Parent Rating

Above Average
Morningstar Manager Research

Mar Vista earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

The firm has proven successful at holding onto portfolio management talent, providing continuity for strategies, as displayed by lower-than-average turnover in the past five years compared with asset management peers. Longest-tenured managers’ average tenure within the firm is 17 years, bringing a wealth of knowledge through multiple market cycles and ultimately contributing positively to the rating.

Mar Vista Investments

Mutual Funds

View All Mar Vista Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

39.95 Mil

Investment Flows (TTM)

−30.64 Mil

Asset Growth Rate (TTM)

−50.35%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
0
3
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Mar Vista Strategic Growth Institutional86
Mar Vista Strategic Growth Investor88
Mar Vista Strategic Growth Retirement86
View All 5-Star Standouts

Morningstar Mentions

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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