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Golub Group Earns 5 Stars from Morningstar

Golub Group is proud to announce that our Equity accounts have received four and five stars ratings from Morningstar, based on our 3 and 5 year performance records.

The highly coveted five star rating on our Equity portfolio places Golub Group ahead of 90% of all money management firms tracked by Morningstar in the categories in which Golub Group participates.


Morningstar is the largest independent research organization serving more than 5.2 million individual investors, 210,000 Financial Advisors, and 1,700 institutional clients around the world.

For each separate account with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a separate account’s monthly performance placing more emphasis on downward variations and rewarding consistent performance. The top 10% of separate accounts in each 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 separate account is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. Golub Group Equity composite was rated against the following numbers of U.S.-domiciled Large Blend separate accounts over the following time periods: 419 separate accounts in the last three years, and 379 separate accounts in the last five years. With respect to these Large Blend separate accounts, Golub Group Equity received a Morningstar Rating of four stars and five stars for the three- and five-year periods, respectively.

© 2009 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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