Morningstar

T. Rowe Price Short-Intermediate Municipal Bond Fund Advisor Class PATIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See T. Rowe Price Investment Hub

Morningstar’s Analysis PATIX

Will PATIX 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 PATIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PATIX 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 PATIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lead manager Charlie Hill retires, but a comanager and a compelling approach remains.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

T. Rowe Price Tax-Free Short-Intermediate’s approach remains thoughtful and collaborative despite several team changes over the past three years.

by Elizabeth Foos
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center