Morningstar

Nexpoint Credit Catalyst Fund Class C NEDCX

Morningstar Medalist Rating
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Medalist Rating as of See NexPoint Investment Hub
  • NAV / 1-Day Return $24.05  /  +0.17 %
  • Fund Size $35.2M
  • Adjusted Expense Ratio 2.350%
  • Net Expense Ratio 4.480%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Nontraditional Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 5.61%
  • Average Effective Duration —
NAV and 1-Day Return as of

Morningstar’s Analysis NEDCX

Will NEDCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEDCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEDCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NexPoint Credit Catalyst C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings NEDCX

More NEDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Olaplex Inc.

5.85 2M
Corporate

Esa 2026-Esh2 D Frn

5.50 1M
—

EchoStar Corp. 10.75%

4.21 1M
Corporate

Resideo Funding Inc. 6.5%

3.91 1M
Corporate

Tk Elevator Us Newco Inc

3.91 1M
Corporate

Dbc 2025-DBC Mortgage Trust 6.226%

3.91 1M
Securitized

Acrec 2026-FL4 LLC 5.55%

3.90 1M
Securitized

Bfld 2025-660f C Frn

3.90 1M
—

Iridium Comms Inc

3.90 1M
Corporate

Discovery Hldg Tl B

3.90 1M
Corporate

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