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Morningstar

Sextant Short-Term Bond STBFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.82  /  0.21 %
  • Total Assets 11.8 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.34%
  • Effective Duration 1.60 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis STBFX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Sextant Short-Term Bond to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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