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Morningstar

Commerce Shrt-Term Government Instl CFSTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.63  /  0.00 %
  • Total Assets 43.6 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.76%
  • Effective Duration —

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CFSTX

Will CFSTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFSTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CFSTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CFSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strengths in its Process and Parent Pillars aren't enough to overcome Commerce Shrt-Term Government Instl's other weaknesses, limiting it to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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