Which Funds Can MDFIX Replace?

Matisse Discounted Bond CEF Strategy Institutional Class Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds MDFIX Can Replace

2 funds

FSI > 80 out of 5 similar funds

Competing Fund AUM

$218.0M

Assets in funds MDFIX can compete with and replace

Outperformance Rank

#1

Rank among 5 similar funds

Who Holds Credible Replacements?

58 firms

77,171 connected advisors

Opportunity analysis

MDFIX can replace 2 funds with FSI above 80 out of 5 similar funds, representing $218.0M in competing fund AUM. Its outperformance rank is #1 among those similar funds. 58 13F firms and 77,171 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 87.7%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
2.42%
Assets under management
$53.0M

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