Morningstar

Subversive Capital

Subversive Capital Parent Rating

Below Average
Morningstar Manager Research

At this time, Subversive Capital's assessment results in a Below Average Parent rating.

In its two-year history as a firm, there has been little evidence to suggest Subversive Capital is a superior steward of capital compared with other asset managers. Subversive Capital currently runs four vehicles, with a total of$ 199.2 million under management and a bench of two portfolio managers. Despite Subversive Capital having a relatively short track record, its managers are seasoned--with an average of 16 years of total industry experience.

The firm runs moderately priced open-end and exchange-traded funds, with the average net expense ratio falling within the middle quintile of firms.

To upgrade the firm's rating, Subversive Capital will be expected to build a consistent track record of positive investor experience.

Subversive Capital Investments

Exchange-Traded Funds

View All Subversive Capital ETFs

Market

US ETFs ex FoF ex Feeder

Total Net Assets

209.39 Mil

Investment Flows (TTM)

177.14 Mil

Asset Growth Rate (TTM)

1,233.48%

# 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
Unusual Whales Subversive Dem Trd ETF——
Unusual Whales Subversive Rep Trd ETF——
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