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Morningstar

Bishop Street Hawaii Municipal Bd Instl BSHIX

Morningstar Analyst Rating
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 —

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BSHIX

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

People Pillar

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

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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