About SFHIX
Shenkman Capital Floating Rate High Income Fund Institutional Class is an open‑end mutual fund focused on below‑investment‑grade credit, with an emphasis on **senior secured, floating rate bank loans** of non‑investment‑grade companies. Its primary objective is to generate a **high level of current income**, while its investment strategy centers on first‑lien, senior secured loans complemented by other floating rate instruments and select high yield corporate debt. The fund typically maintains a **diversified portfolio** across issuers, industries, and capital structures, seeking to manage credit risk and support principal preservation. Positioned within the bank loan category, it provides exposure to leveraged credit markets with low direct interest rate duration, reflecting the reset feature of floating rate coupons. Shenkman Capital Management, known for its specialization in high yield and leveraged finance, applies a research‑driven, conservative credit approach to this strategy, making the fund a specialized tool for accessing the floating rate high income segment of the fixed income universe.
Fund Family Shenkman Funds
Category Bank Loan
Stock Exchange NASDAQ
Ticker Symbol SFHIX
Share Class Institutional Class
Index Index is not available on Lipper Database
SFHIX had a total return of 4.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.97%.
