Morningstar

Medalist Partners Short Duration Fund - Institutional Class SEMIX

Medalist Rating as of Aug 31, 2026 See Medalist Partner Investment Hub

Strategy

The investment seeks to provide a high level of current income that is consistent with preservation of capital. The fund invests primarily in investment-grade debt securities of domestic entities. The Adviser will primarily sell securities short for the purposes of managing certain risks (primarily interest rate and/or yield spread risk) associated with its long positions or for capturing differences in value between two securities, and not for the purpose of forecasting the market's direction.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SEMRX	Medalist Partners Short Duration Fund - Investor Class	No Load	Open			Dec 23, 2010	$73.85M	0.860%	High	$2,500	$24.47M
SEMIX	Medalist Partners Short Duration Fund - Institutional Class	Institutional	Open			Dec 23, 2010	$821.55M	0.610%	High	$1M	$443.92M

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