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Multi-Manager Total Return Bd Strat Inst CTRZX

Quantitative rating as of
NAV / 1-Day Return
8.72  /  0.36 %
Total Assets
10.2 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
100
Status
Open
TTM Yield
2.47%
Effective Duration
6.86 years

Morningstar’s Analysis CTRZX

Will CTRZX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Multi-Manager Total Return Bd Strat Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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