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Morningstar

Bishop Street Funds

Bishop Street Funds Parent Rating

Average
Morningstar Manager Research

In a competitive industry, Bishop Street Funds does n't differentiate itself enough, 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. Bishop Street Funds has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results.

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 Instl63
Bishop Street Hawaii Municipal Bd A75
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Quick Definitions: Key Morningstar Terms

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    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.

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