Morningstar

Reflection Asset Management

Reflection Asset Management Parent Rating

Average
Morningstar Manager Research

Since its inception only two years ago, Reflection Asset Management has demonstrated that it can be trusted as much as the next asset manager.

As a result, it has an Average Parent Pillar rating. Reflection Asset Management currently runs one vehicle, with a total of$ 11.5 million under management and one portfolio manager. As a consequence of being a new firm, its solo manager brings limited experience, with only four years under their belt.

The below-average fees of Reflection Asset Management's open-end and exchange-traded funds display a commitment to maximizing investor returns. The average net expense ratio for its funds ranks within the lowest quintile of peer asset managers.

To retain an Average rating, Reflection Asset Management needs to uphold a consistent track record of positive investor experience.

Reflection Asset Management Investments

Mutual Funds

View All Reflection Asset Management Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

12.02 Mil

Investment Flows (TTM)

4.05 Mil

Asset Growth Rate (TTM)

65.64%

# 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
Sphere 500 Climate Fund——
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