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Morningstar

Aquila High Income Ins ATIPX

Morningstar Analyst Rating
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

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis ATIPX

Will ATIPX outperform in 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 ATIPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ATIPX 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 ATIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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