Morningstar

Shenkman Capital Short Duration High Income Fund Institutional Class SCFIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.69  /  0.00
  • Fund Size $2.7B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 5.27%
  • Average Effective Duration 1.49 yrs
NAV and 1-Day Return as of

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.

Distinctive and defensive.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Shenkman Capital Short Duration High Income stands out thanks to its veteran team and robust credit underwriting approach.

by River Meng
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Portfolio Holdings SCFIX

More SCFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

1.52 37M
Cash and Equivalents

HUB International Ltd. 0.0725%

0.98 24M
Corporate

Discovery Global Holdings Inc. 0.03755%

0.87 22M
Corporate

SS&C Technologies, Inc. 0.055%

0.76 19M
Corporate

CHS/Community Health Systems Inc 0.06%

0.75 19M
Corporate

Iron Mountain Inc. 0.07%

0.75 19M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 0.06375%

0.75 18M
Corporate

Caesars Entertainment Inc. 0.04625%

0.73 18M
Corporate

Six Flags Entertainment Corp. 0.0525%

0.72 18M
Corporate

Herc Holdings Inc 0.07%

0.68 17M
Corporate

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