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AAM/HIMCO Short Duration I ASDIX

Quantitative rating as of | See AAM Investment Hub
  • NAV / 1-Day Return 9.81  /  0.10 %
  • Total Assets 503.8 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.560%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 2.27%
  • Effective Duration 0.92 years

Morningstar’s Analysis ASDIX

Will ASDIX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit AAM/HIMCO Short Duration I 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-costliest quintile among peers.

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