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Curasset Capital Mngmnt Ltd Trm Inc Fnds CMIFX

Quantitative rating as of
  • NAV / 1-Day Return 9.63  /  0.10 %
  • Total Assets 255.8 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.740%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.03%
  • Effective Duration

Morningstar’s Analysis CMIFX

Will CMIFX 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 Curasset Capital Mngmnt Ltd Trm Inc Fnds 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 second-costliest quintile among peers.

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