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).
Note: The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10- year (if applicable) Morningstar Rating metrics. Past performance is no guarantee of future results. The Morningstar percentile ranking is based on the fund’s total-return percentile rank relative to all managed products that have the same category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. Morningstar total return includes both income and capital gains or losses and is not adjusted for sales charges.
Note: There is no assurance that the Strategy will achieve its investment objectives. The Morningstar rating is not indicative of future performance.