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Sextant Bond Income SBIFX

Quantitative rating as of
NAV / 1-Day Return
4.45  /  0.69 %
Total Assets
10.0 Mil
Adj. Expense Ratio
0.530%
Expense Ratio
0.580%
Distribution Fee Level
High
Share Class Type
No Load
Category
Long-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.87%
Effective Duration
8.19 years

Morningstar’s Analysis SBIFX

Will SBIFX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sextant Bond Income to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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