The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
4Q17: Based upon Morningstar’s 4th Quarter 2017 ETF Managed Portfolios Landscape for its 5-Year Return (it ranked 9th for its 3-Year Return). Morningstar is tracking 1,180 strategies from 182 firms with total assets (AUM and AUA) of $123 billion through December 2017.
3Q17: Based upon Morningstar’s 3rd Quarter 2017 ETF Managed Portfolios Landscape for its 5-Year Return (it was not ranked for its 3-Year Return). Morningstar is tracking 1,093 strategies from 179 firms with total assets (AUM and AUA) of $115 billion through September 2017.
2Q17: Based upon Morningstar’s 2nd Quarter 2017 ETF Managed Portfolios Landscape for its 5‐Year Return (it was not ranked for its 3‐Year Return). Morningstar is tracking 1,023 strategies from 178 firms with total assets (AUM and AUA) of $107 billion through June 2017.
1Q17: Based upon Morningstar’s 1st Quarter 2017 ETF Managed Portfolios Landscape for its 5-Year Return (it was not ranked for its 3-Year Return). Morningstar is tracking 950 strategies from 169 firms with total assets (AUM and AUA) of $99.7 billion through March 2017. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
4Q16: Based upon Morningstar’s 4th Quarter 2016 ETF Managed Portfolios Landscape for its 5-Year Return (it was not ranked for its 3-Year Return). Morningstar is tracking 881 strategies from 162 firms with total assets (AUM and AUA) of $84.8 billion through December 2016. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
3Q16: Based upon Morningstar’s 3rd Quarter 2016 ETF Managed Portfolios Landscape for its 5-Year Return (it ranked 10th for its 3-Year Return). Morningstar is tracking 838 strategies from 157 firms with total assets (AUM and AUA) of $87.6 billion through September 2016. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
2Q16: Based upon Morningstar’s 2nd Quarter 2016 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 14th for its 3‐Year Return). Morningstar is tracking 787 strategies from 151 firms with total assets (AUM and AUA) of $84 billion through June 2016. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
1Q16: Based upon Morningstar’s 1st Quarter 2016 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 11th for its 3‐Year Return). Morningstar is tracking 770 strategies from 156 firms with total assets (AUM and AUA) of $76 billion through March 2016. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
4Q15: Based upon Morningstar’s 4th Quarter 2015 ETF Managed Portfolios Landscape for its 3‐Year Return (it ranked 3rd for its 5‐Year Return). Morningstar is tracking 755 strategies from 154 firms with total assets (AUM and AUA) of $73 billion through December 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
3Q15: Based upon Morningstar’s 3rd Quarter 2015 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 4th for its 3‐Year Return). Morningstar is tracking 737 strategies from 148 firms with total assets (AUM and AUA) of $75 billion through September 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
2Q15: Based upon Morningstar’s 2nd Quarter 2015 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 6th for its 3‐Year Return). Morningstar is tracking 770 strategies from 153 firms with total assets (AUM and AUA) of $80 billion through June 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
1Q15: Based upon Morningstar’s 1st Quarter 2015 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 6th for its 3‐Year Return). Morningstar is tracking 700 strategies from 151 firms with total assets (AUM and AUA) of $86 billion through March 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
4Q14: Based upon Morningstar’s 1st Quarter 2015 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 6th for its 3‐Year Return). Morningstar is tracking 699 strategies from 146 firms with total assets (AUM and AUA) of $91 billion through December 2014. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
3Q14: Based upon Morningstar’s 1st Quarter 2015 ETF Managed Portfolios Landscape for its 5‐Year Return (it ranked 3rd for its 3‐Year Return). Morningstar is tracking 677 strategies from 143 firms with total assets (AUM and AUA) of $96 billion through September 2014. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
Social Media
Churchill does not solicit or encourage third parties to post anything on the Firm’s behalf, including endorsements, and the Firm is not responsible for any third party comments.
The purpose of the Churchill Management Group LinkedIn page, Facebook page and Twitter account (the “Churchill Social Media Accounts”) is to provide information about Churchill Management Group. The information that appears on the Churchill Social Media Accounts should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. Services will only be provided upon execution of a written agreement with Churchill Management Group. Churchill Management Group will not be liable for any direct or indirect damages, losses or expenses arising in connection with the use or reliance on any information portrayed on any of the Churchill Social Media Accounts. If you are a Churchill Management Group client and have questions or concerns that are specific to your account(s), please contact Churchill Management Group directly. Churchill Management Group monitors the Churchill Social Media Accounts and removes unauthorized content or endorsements that may be deemed to be testimonial in nature. Any deletion of comments or content should not be understood to be an approval, endorsement, or adoption of any comments and content that is not deleted. More information about Churchill Management Group can be found at www.churchillmanagement.com.
Information presented on the Churchill Social Media Accounts is believed to be factual and up-to-date, but Churchill Management Group does not guarantee its accuracy and the information presented should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Churchill Management Group may post links to other websites on its Churchill Social Media Accounts. Churchill Management Group does not control or monitor these sites, nor does it assume responsibility for the accuracy, completeness or timeliness of the information located there. Churchill Management Group does not necessarily endorse or recommend any commercial product or service described at any linked websites.
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Specific disclosures relating to content that has appeared on the Churchill Social Media Accounts from time to time are described below.
Linked In Page Disclosures:
The purpose of this page is to provide information about Churchill Management Group. The information provided on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. Services will only be provided upon execution of a written agreement with Churchill Management Group. Churchill Management Group will not be liable for any direct or indirect damages, losses or expenses arising in connection with the use or reliance on any information contained herein. If you are a Churchill Management Group client and have questions or concerns that are specific to your account(s), please contact Churchill Management Group directly. Churchill Management Group does not accept endorsements on this page. More information about Churchill Management Group can be found at www.churchillmanagement.com.
Information presented on this page is believed to be factual and up-to-date, but Churchill Management Group does not guarantee its accuracy and the information presented should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Churchill Management Group may post links to other websites on this page. Churchill Management Group does not control or monitor these sites, nor does it assume responsibility for the accuracy, completeness or timeliness of the information located there. Churchill Management Group does not necessarily endorse or recommend any commercial product or service described at any linked websites.
Linked In Post Disclosure:
This report is meant to inform the reader of our current market opinion, which we, as professional money managers, use in our decision-making. It should be noted that stock market and bond market data are subject to varying interpretations and any one interpretation will not necessarily guarantee investment success. The information obtained from the sources specified herein and used as basis for our current market opinion is believed reliable, but we do not guarantee the accuracy of such information.
Linked In Post From 2/3/16:
Newer accounts may be even less invested as we were waiting to build up their percentage invested until they had some profits. Of course, additional factors such as whether we have full discretion, account opening date and specific client restrictions could impact the percentage invested further.