The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 8.32 / 0.09 %
- Total Assets 237.3 Mil
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Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Bank Loan
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 8.58%
- Effective Duration —
Morningstar’s Analysis IFRWX
Will IFRWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 4
- Bond Holdings 447
- Other Holdings 12
- % Assets in Top 10 Holdings 6.7