Morningstar

Fairholme

Fairholme Parent Rating

Average
Morningstar Manager Research

Fairholme has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

Longevity at the firm has been impressive. Its five-year success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. A sign of strength at Fairholme is its longest-tenured management, which boasts 20 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. 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.

Fairholme Investments

Mutual Funds

View All Fairholme Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.55 Bil

Investment Flows (TTM)

−105.37 Mil

Asset Growth Rate (TTM)

−6.38%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
1
0
0
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Fairholme Focused Income10
Fairholme11
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.

Sponsor Center