Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return — / —
- Total Assets 7.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.21%
- Effective Duration 2.44 years
Morningstar’s Analysis KWIAX
Will KWIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.