Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers. The strategy changed its peer group in July, moving from the Moderate Allocation category to the Tactical Allocation Morningstar Category.
AlphaCentric Strategic Income A SIIAX Fund Analysis
Morningstar’s Analysis SIIAX
Will SIIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar