Channel Short Duration Income's Average People and Parent ratings limit this strategy 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.
- NAV / 1-Day Return 9.54 / 0.10 %
- Total Assets 30.9 Mil
Adj. Expense Ratio
- Expense Ratio 0.960%
- Distribution Fee Level High
- Share Class Type No Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 3.29%
- Effective Duration —
Morningstar’s Analysis CPSIX
Will CPSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.