FI:High-Limited meaning

[John Lea]

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?

[Mark]

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"

[John Lea]

Thanks.

A nod is as good as a wink to a blind horse.