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FI:High-Limited meaning

General questions about using Fund Manager that do not fit into any other forum.

Postby John Lea » Fri Mar 25, 2022 5:43 am

I fail badly at internet searches and am unable to find the definition of FI:High-Limited and friends. I got as far as not searching for F1 but still failed on FI:High-Limited.

Can you point me to a source that explains these categories/Asset Types?
John Lea
 
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Joined: Tue Oct 14, 2008 3:43 am

Postby Mark » Fri Mar 25, 2022 8:53 am

Hi John Lea,

These are using Morningstar's Fixed Income Style Box. The "FI" stands for "Fixed Income". The first word ("High" in your example) is for the "Credit Quality" and the second word ("Limited") is for the "Interest Rate Sensitivity". You can read more here:

https://www.morningstar.com/invglossary ... e_box.aspx

Scroll down to the section titled: "The Fixed-Income Style Box"
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby John Lea » Fri Mar 25, 2022 11:10 am

Thanks.

A nod is as good as a wink to a blind horse.
John Lea
 
Posts: 45
Joined: Tue Oct 14, 2008 3:43 am


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