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Morningstar

TransWestern Instl Shrt Dur Govt Bd TWSGX

Morningstar Analyst Rating
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 —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TWSGX

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

People Pillar

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

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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