Broadleaf Partners has received a Morningstar 5-Star Rating and a Gold Medalist Rating. Out of over 11,000 separate account portfolios, our Broadleaf Growth Equity Portfolio (BGEP) was among the 1% received both ratings. We are incredibly proud of our team for all their hard work in making sure that our clients get the most out of their investments.
Achieving the Morningstar 5-Star ranking has long been a coveted milestone for portfolio managers, as it signifies exceptional historical investment returns. As a result, many investors rely on this ranking when selecting a portfolio manager. More recently, the medalist ranking has emerged as a benchmark that highlights the durability and potential of an investment process. Collectively, these prestigious ratings showcase not only a manager's proven track record but also their potential for future success.
Congratulations to our CEO and CIO, Doug MacKay, and his portfolio management team for this achievement!
About Morningstar Fund Ratings
The Morningstar Star Rating is a look at the risk-adjusted historical performance of a strategy. The Morningstar Medalist Rating simplifies strategy selection for a broad universe of investments. The Morningstar Medalist Rating attempts to Identify active strategies that Morningstar believes should be able to outperform their Morningstar Category indexes on a risk-adjusted basis over time.
More information for Morningstar Fund Ratings can be found here: https://s21.q4cdn.com/198919461/files/doc_downloads/othe_disclosure_materials/2023/05/1157231.pdf
More Information for Morningstar Medalist Ratings can be found here: https://s21.q4cdn.com/198919461/files/doc_downloads/2025/03/25/1227010-42.pdf
Disclosures:
The Morningstar Rating is based on the gross returns of the Broadleaf Growth Equity Portfolio composite for the most recent three, five, and ten-year period. Broadleaf Partners did not compensate Morningstar to achieve its rating but did pay Morningstar a licensing fee to use its logo. Only firms that submitted performance data to Morningstar were eligible to receive ratings. Due to market risk and uncertainties, actual events, results or performance may differ materially from that reflected or contemplated in Morningstar Ratings. The information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or endorsement to buy or sell any security, investment or portfolio allocation. Any characteristics included are for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. Statistics/charts and other information presented may be based upon third-party sources that are deemed reliable; however, Broadleaf Partners does not guarantee its accuracy or completeness. As with any investments, there are risks to be considered. Past performance is no indication of future results. All material is provided for informational purposes only and there is no guarantee that any ratings expressed herein will be valid beyond the date of this communication.