M.D. Sass Short Term US Government Agency Income Fund

Overview | Fund Facts & Characteristics | Performance & Statistics | Fact Sheets

Fact Sheets

PDF Institutional Fund Fact Sheet MDSIX

Morningstar Rating

MDSIX 3-Star Overall Morningstar Rating™ as of 3/31/17 out of 105 Short-Term Government Funds

The Overall Morningstar Rating™ for a fund is derived from a weighted average of the fund's three- and five-year Morningstar Rating™ metrics, which are based on risk-adjusted return performance.


For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating (based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance, including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The MD Sass Short Term US Government Agency Income Fund was rated 3-Stars against the following numbers of Short Government funds over the following time periods: 105 funds in the last three- and 95 funds in the last five-years.