Shenkman Capital Short Duration High Income Fund

Advisors Series Trust · 5 share classes

Actively managed U.S. bond fund
One fund, 5 share classes:SCFAXSCFCXSCFIXSCFFXAMVTX
$2.50B NAV
393 positions · as of 2026-06-30 · filed 2026-08-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Shenkman Capital Short Duration High Income Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
High yield
Rate sensitivity
Short duration

Fund profile

As filed in the prospectus · 2026 Q1

The Short Duration Fund seeks to generate a high level of current income.

Strategy · summarised

The fund invests at least 80% of assets in below-investment-grade fixed-income securities and bank loans, typically those rated CCC or better, with a focus on instruments maturing or callable within three years to maintain a dollar-weighted average duration of approximately three years or less. The fund may use leverage up to 33% of total assets and may hold up to 20% in foreign fixed-income instruments, 15% in convertible bonds, and 10% in preferred stocks. Because the fund concentrates in high-yield debt with short duration, credit deterioration or widening spreads among its holdings will reduce returns.

Expenses
0.65% 1.75%across 4 share classes
Share classGrossNet
SCFAX1.01%1.00%
SCFCX1.76%1.75%
SCFIX0.66%0.65%
SCFFX0.76%0.75%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 72.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.84%
of net assets
Bonds93.34%
Loans4.01%
Cash & short-term1.50%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Other49.9%
International13.5%
Consumer Discretionary9.4%
Industrials6.3%
10 smaller20.9%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 56 new51 exited

Largest new: DISCOVERY HOLDINGS INC ×2, LIGHT & WONDER INTL INC, DISCOVERY COMMUNICATIONS, UNIVISION COMMUNICATIONS, TRAVEL + LEISURE CO, BAUSCH + LOMB CORP, SLM CORP

Largest exited: LIFEPOINT HEALTH INC, OUTFRONT MEDIA CAP LLC/C, CHOBANI HOLDCO II LLC, ROCKETMTGE CO-ISSUER INC, VISTRA OPERATIONS CO LLC, DISCOVERY HOLDINGS INC, NEXSTAR MEDIA INC, TRAVEL + LEISURE CO

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+5.67%+19.67%+22.25%1.51%-0.46%
+4.94%+17.05%+17.84%1.55%-0.53%
+6.11%+20.83%+24.16%1.58%-0.43%
+5.93%+20.42%+23.54%1.55%-0.44%

These classes hold the same portfolio, so the 6.32pp spread over 5 years is the cost difference between them — roughly 1.26pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
6.30%
Avg maturity
2.85 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

4%
floating
Fixed rate96.1%
Floating rate3.9%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y5-10y
<1y6.5%
1-3y49.3%
3-5y41.0%
5-10y3.2%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: 1.83% · $44.57M · 8 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
1.56 yr
approx. move per 100bp
Credit-spread duration
1.56 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -3.0%
of value
Interest rates50%
Credit spreads50%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.56
yrs total
High yield+1.45 yr
Investment grade+0.11 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate1.56 yr total
3 mo10 yr
3 mo0.99 yr64%
1 yr0.44 yr28%
5 yr0.13 yr8%
10 yr0.00 yr0%
Credit spread1.56 yr total
3 mo10 yr
3 mo1.02 yr66%
1 yr0.41 yr26%
5 yr0.12 yr8%
10 yr0.00 yr0%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.99+0.04+0.98$11.0k$244.1k
1 yr+0.44+0.03+0.38$7.3k$95.3k
5 yr+0.13+0.03+0.09$7.8k$23.1k
10 yr+0.00+0.00+0.00$263$7
30 yr+0.00+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
First American Government Obli1.50%$37.50M
HUB INTERNATIONAL LTD7.25% · due 2030-06-150.97%$24.26M
DISCOVERY HOLDINGS INC3.75% · due 2027-03-150.86%$21.55M
SS&C TECHNOLOGIES INC5.50% · due 2027-09-300.75%$18.76M
CHS/COMMUNITY HEALTH SYS6.00% · due 2029-01-150.75%$18.65M
IRON MOUNTAIN INC7.00% · due 2029-02-150.74%$18.54M
CCO HLDGS LLC/CAP CORP6.38% · due 2029-09-010.74%$18.42M
CAESARS ENTERTAIN INC4.63% · due 2029-10-150.72%$17.93M
SIX FLAGS/CANADA WON5.25% · due 2029-07-150.71%$17.88M
HERC HOLDINGS INC7.00% · due 2030-06-150.67%$16.72M
Showing 10 of 393Sign in to see more

Top 10 positions are 8.41% of net assets, top 25 16.97%, across 261 issuers.

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