An average Process Pillar and a subpar Parent Pillar help limit Fairholme Focused Income 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-highest quintile among peers.
- NAV / 1-Day Return 12.08 / 1.34 %
- Total Assets 177.3 Mil
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type No Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 2.25%
- Effective Duration —
Morningstar’s Analysis FOCIX
Will FOCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.