Morningstar

Palm

Palm Parent Rating

Below Average
Morningstar Manager Research

In an increasingly competitive industry, Palm falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.

A cause for concern at Palm is its inexperienced longest-tenured managers. In particular, the cohort has only five years of average asset-weighted tenure, negatively contributing to the rating. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Palm Investments

Mutual Funds

View All Palm Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

293.85 Mil

Investment Flows (TTM)

50.42 Mil

Asset Growth Rate (TTM)

22.11%

# of Share Classes

2
Morningstar Rating # of Share Classes
2
0
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Palm Valley Capital Institutional—
Palm Valley Capital Investor93
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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