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Morningstar

Neos Funds

Neos Funds Parent Rating

Average
Morningstar Manager Research

Since its inception only one year ago, Neos Funds has demonstrated that it can be trusted as much as the next asset manager.

As a result, it has an Average Parent Pillar rating. Neos Funds currently runs five vehicles, with a total of$ 1.59 billion under management and a roster of three fund managers.

Neos Funds deserves plaudits for its commitment to below-average fees for its open-end and exchange-traded funds, which showcases its willingness to prioritize investors. The firm's average net expense ratio across all funds is in the second-lowest quintile of firms.

To maintain an Average rating, Neos Funds will be expected to uphold a consistent track record of positive investor experience.

Neos Funds Investments

Exchange-Traded Funds

See All Neos Funds ETFs

Market

US ETFs

Total Net Assets

2.04 Bil

Investment Flows (TTM)

1.92 Bil

Asset Growth Rate (TTM)

1,533.78%

# of Share Classes

6
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 6
Name
Morningstar Rating Overall
5-Year Category Rank
NEOS S&P 500(R) High Income ETF——
NEOS Nasdaq-100(R) High Income ETF——
NEOS Enhanced Income Aggregate Bond ETF——
NEOS Russell 2000 High Income ETF——
Mast Global Battery Rcyclng & Prdctn ETF——
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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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