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abrdn Ultra Short Municipal Inc Instl ATOIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See abrdn Investment Hub

Morningstar’s Analysis ATOIX

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

  • People Pillar

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

Remained steady amid rising rates.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Abrdn Ultra Short Municipal Income is guided by experienced managers, but turnover on this relatively small team, combined with an industry-standard approach, makes it difficult for the strategy to stand out among competitors.

by Elizabeth Foos
Rated on Published on

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