Morningstar

SRH Funds

SRH Funds Parent Rating

Average
Morningstar Manager Research

Even though SRH Funds only has a one-year track record, it has shown to be an industry-standard steward, warranting an Average Parent Pillar rating.

SRH Funds currently manages two vehicles, with a total of$ 203.2 million under management and a bench of four portfolio managers.

SRH Funds deserves plaudits for its commitment to inexpensive 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 lowest quintile of firms.

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

SRH Funds Investments

Exchange-Traded Funds

View All SRH Funds ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

203.19 Mil

Investment Flows (TTM)

1.23 Mil

Asset Growth Rate (TTM)

1.03%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
0
0
0
Not Rated 2
Name
Morningstar Rating Overall
5-Year Category Rank
SRH REIT Covered Call ETF——
SRH U.S. Quality ETF——
View All 5-Star Standouts

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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