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Bishop Street Hawaii Municipal Bd Instl BSHIX

Quantitative rating as of
NAV / 1-Day Return
9.95  /  0.11 %
Total Assets
118.3 Mil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Muni Single State Interm
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.37%
Effective Duration

Morningstar’s Analysis BSHIX

Will BSHIX outperform in future?

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

Summary

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Weakness in Bishop Street Hawaii Municipal Bd Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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