Morningstar

Meet Kevin

Meet Kevin Parent Rating

Average
Morningstar Manager Research

Since its inception one year ago, Meet Kevin has demonstrated that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating.

Meet Kevin currently manages three vehicles, with a total of$ 45.5 million under management and a roster of three portfolio managers.

The firm’s below-average fees on open-end and exchange-traded funds truly evince a firmwide commitment to minimizing costs and maximizing investors’ returns. The average net expense ratio of the firm’s funds falls within the second-lowest quintile of firms.

To retain an Average rating, Meet Kevin needs to maintain a consistent track record of positive investor experience.

Meet Kevin Investments

Exchange-Traded Funds

View All Meet Kevin ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

44.92 Mil

Investment Flows (TTM)

−2.35 Mil

Asset Growth Rate (TTM)

−5.62%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
The Meet Kevin Pricing Power ETF——
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Morningstar Mentions

Many of these dividend-paying stocks are trading at attractive prices.

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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