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Morningstar

Bishop Street Funds

Bishop Street Funds Parent Rating

Average
Morningstar Manager Research

Bishop Street Funds has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

The firm charges fees for its open-end and exchange-traded funds on par with category peers. On average, fees on its funds are in the middle quintile of category peers, giving it neither an advantage nor disadvantage compared with the competition. A negative contributor to Bishop Street Funds's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching.

Bishop Street Funds Investments

Mutual Funds

See All Bishop Street Funds Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

218.55 Mil

Investment Flows (TTM)

−23.00 Mil

Asset Growth Rate (TTM)

−19.36%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
1
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Bishop Street Hawaii Municipal Bd Instl62
Bishop Street Hawaii Municipal Bd A74
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

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  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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