Morningstar

Palmer Square Income Plus Fund Class T PSTPX

Morningstar Medalist Rating
Medalist Rating as of | See Palmer Square Investment Hub
  • NAV / 1-Day Return 10.11  /  0.00
  • Total Assets 882.5M
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.640%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 4.49%
  • Effective Duration —

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PSTPX

Will PSTPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSTPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSTPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSTPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Palmer Square Income Plus T holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSTPX

More PSTPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.5%

2.58 23M
Government

United States Treasury Bills 0%

2.27 20M
Government

United States Treasury Bills 0%

2.27 20M
Government

United States Treasury Notes 4%

2.16 19M
Government

United States Treasury Bills 0%

2.04 18M
Government

United States Treasury Bills 0%

2.03 18M
Government

Us Dollar

1.54 14M
Cash and Equivalents

Currency Contract - Usd

1.27 11M
Derivative

United States Treasury Notes 4%

1.13 10M
Government

United States Treasury Notes 3.875%

1.13 10M
Government

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