Van Hulzen Small Cap Strategy Achieves 3-Year Track Record, Receives 5-Star Morningstar Rating
Van Hulzen Asset Management, a Registered Investment Advisor based in El Dorado Hills, CA, is pleased to announce that its Small Cap Strategy has received a 5-star overall rating from Morningstar at its earliest eligibility based on risk-adjusted returns.
For the three-year period ending December 2018, the strategy’s performance ranks #2 in the Morningstar database among small-cap blend mutual funds (out of 214 funds) and in the 96th percentile of small-cap growth strategies (#8 out of 204 funds).