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TransWestern Instl Shrt Dur Govt Bd TWSGX

Quantitative rating as of
  • NAV / 1-Day Return 9.18  /  0.10 %
  • Total Assets 89.8 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Short Government
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 1.66%
  • Effective Duration

Morningstar’s Analysis TWSGX

Will TWSGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in the People Pillar isn't sufficient for TransWestern Instl Shrt Dur Govt Bd to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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