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.
- NAV / 1-Day Return 8.84 / 0.10 %
- Total Assets 10.3 Bil
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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.