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Bishop Street Hawaii Municipal Bd Instl BSHIX

Quantitative rating as of
  • NAV / 1-Day Return 10.08  /  0.00 %
  • Total Assets 119.5 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.41%
  • Effective Duration

Morningstar’s Analysis BSHIX

Will BSHIX outperform in future?

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

Summary

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Weakness in Bishop Street Hawaii Municipal Bd Instl's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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