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Multi-Manager Total Return Bd Strat Inst CTRZX

Quantitative rating as of
  • NAV / 1-Day Return 8.84  /  0.10 %
  • Total Assets 10.3 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 2.88%
  • Effective Duration 6.86 years

Morningstar’s Analysis CTRZX

Will CTRZX outperform in future?

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



A middling Parent Pillar and a subpar Process Pillar help limit Multi-Manager Total Return Bd Strat Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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