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Morningstar

abrdn Ultra Short Municipal Inc Instl ATOIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.02  /  0.02 %
  • Total Assets 642.1 Mil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.450%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.23%
  • Effective Duration 0.08 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

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.

Pending Manager Departure Does Not Change abrdn Ultra Short Municipal Income's Ratings

Associate Analyst

Analyst Note

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