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Aquila High Income Ins ATIPX

Quantitative rating as of | See Aquila Investment Hub
  • NAV / 1-Day Return 8.03  /  0.89 %
  • Total Assets 102.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.09%
  • Effective Duration 3.41 years

Morningstar’s Analysis ATIPX

Will ATIPX outperform in future?

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

Summary

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Weakness in Aquila High Income Ins's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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