Weakness in Steward Select Bond A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
- NAV / 1-Day Return 22.28 / 0.54 %
- Total Assets 148.2 Mil
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Adj. Expense Ratio
- Expense Ratio 0.920%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Intermediate Core Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.48%
- Effective Duration 5.32 years
Morningstar’s Analysis SEAKX
Will SEAKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.