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AAM/HIMCO Short Duration I ASDIX

Quantitative rating as of
NAV / 1-Day Return
9.72  /  0.00
Total Assets
551.3 Mil
Adj. Expense Ratio
0.590%
Expense Ratio
0.560%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
25,000
Status
Open
TTM Yield
1.43%
Effective Duration
0.92 years

Morningstar’s Analysis ASDIX

Will ASDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit AAM/HIMCO Short Duration I to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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