Morningstar

Shenkman Capital Short Duration High Income Fund Institutional Class SCFIX

Morningstar Medalist Rating
Medalist Rating as of | See Shenkman Capital Investment Hub
  • NAV / 1-Day Return 9.84  /  −0.10 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 5.31%
  • Effective Duration 0.06 years

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:55 AM GMT+0

Morningstar’s Analysis SCFIX

Will SCFIX 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 SCFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCFIX 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 SCFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A proven defensive high-yield offering.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Shenkman Capital Short Duration High Income’s seasoned leaders and rigorous credit underwriting process set it apart.

by River Meng
Rated on Published on

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Portfolio Holdings SCFIX

More SCFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LifePoint Health, Inc 11%

1.00 21M
Corporate

HUB International Ltd. 7.25%

0.96 20M
Corporate

Outfront Media Capital LLC / Outfront Media Capital Corp 5%

0.82 17M
Corporate

Iqvia Inc 5%

0.82 17M
Corporate

TransDigm, Inc. 6.375%

0.77 16M
Corporate

Light & Wonder International Inc. 7.25%

0.76 16M
Corporate

SS&C Technologies, Inc. 5.5%

0.76 16M
Corporate

Allison Transmission Inc. 4.75%

0.69 14M
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

0.69 14M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 6.375%

0.69 14M
Corporate

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