Morningstar

Carlyle Tactical Private Credit Fund Class A TAKAX

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis TAKAX

Will TAKAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TAKAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TAKAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TAKAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong team offset by high fees.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

Carlyle Tactical Private Credit offers investors access to a portfolio of diversified credit assets and stands out through both its experienced management team and its high fees. It earns an Above Average People rating and Average Process rating.

by Brian Moriarty
Rated on Published on

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