Morningstar

Anchor Risk Mgd Income Strategies Instl ATCSX

Morningstar Medalist Rating
Medalist Rating as of | See Anchor Capital Investment Hub
  • NAV / 1-Day Return 8.73  /  −0.02 %
  • Total Assets 27.0 Mil
  • Adj. Expense Ratio
    2.410%
  • Expense Ratio 3.300%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 9.74%
  • Effective Duration 4.06 years

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ATCSX

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

  • People Pillar

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

Weakness in Anchor Risk Mgd Income Strategies Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings ATCSX

More ATCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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