Morningstar

CrossingBridge Low Duration High Income Retail Class CBLVX

Medalist Rating as of Aug 31, 2026 See Cohanzick Management Investment Hub

Strategy

The investment seeks high current income and capital appreciation consistent with the preservation of capital. Under normal market conditions,the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income producing fixed income securities. It may also invest in fixed income-like equity securities such as special purpose acquisition companies (“SPACs”) that provide interest income and/or the potential for capital appreciation while having an effective maturity.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBLVX	CrossingBridge Low Duration High Income Retail Class	No Load	Open			Oct 31, 2024	$3.80M	1.110%	Above Average	$2,500	−$22.20M
CBLDX	CrossingBridge Low Duration High Income Institutional Class Shares	Institutional	Open			Jan 31, 2018	$1.80B	0.860%	High	$5,000	$267.06M

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