Fund Manager
Contact Us

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
Posts: 45
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: ... e_box.aspx

Scroll down to the section titled: "The Fixed-Income Style Box"
Fund Manager - Portfolio Management Software
Site Admin
Posts: 10481
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby John Lea » Fri Mar 25, 2022 11:10 am


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

Return to General

Who is online

Users browsing this forum: No registered users and 3 guests | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2022 Beiley Software, Inc. All rights reserved.