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Morningstar

Shenkman Capital Short Dur Hi Inc F SCFFX

Morningstar Medalist Rating
Medalist Rating as of | See Shenkman Capital Investment Hub
  • NAV / 1-Day Return 9.77  /  +0.10 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.52%
  • Effective Duration 1.45 years

USD | NAV as of Jun 05, 2024 | 1-Day Return as of Jun 05, 2024, 10:19 PM GMT+0

Morningstar’s Analysis SCFFX

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

  • People Pillar

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

A uniquely defensive high-yield strategy.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Shenkman Capital Short Duration High Income combines experienced management, a deep pool of high-yield credit researchers, and an established bottom-up research approach in this compelling high-yield offering.

by Max Curtin
Rated on Published on

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Portfolio Holdings SCFFX

More SCFFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

2.31 44.9 Mil
Cash and Equivalents

Verscend Escrow Corp 0.0975%

1.34 26.0 Mil
Corporate

Tenet Healthcare Corporation 0.0625%

1.28 24.9 Mil
Corporate

Uber Technologies Inc 0.08%

1.17 22.8 Mil
Corporate

Caesars Entertainment Inc New 0.08125%

1.12 21.8 Mil
Corporate

MGM Resorts International 0.0675%

1.04 20.2 Mil
Corporate

Iqvia Inc 0.05%

1.04 20.1 Mil
Corporate

Clarios Global LP 0.0625%

1.00 19.4 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 0.055%

0.97 18.8 Mil
Corporate

Wesco Distribution, Inc. 0.07125%

0.90 17.6 Mil
Corporate