AIG Strategic Bond’s flexible approach can result in the team reaching for yield at the wrong times. Despite some recent success, the strategy warrants a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its more expensive share classes are rated Negative.
Will SDIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SDIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SDIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.