With an average tenure of six years among the longest-tenured managers at RWC, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. RWC strategies have failed to have lengthy success. In particular, the firm's five-year risk-adjusted success ratio demonstrates that only 36% have both survived and beaten their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 2.9 stars.
RWC has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.
United States