Intermediate Fixed Income

Fund Summary

The Intermediate-Term Fixed Income strategy seeks strong risk-adjusted returns while focusing on the safety of principal and liquidity over an intermediate investment horizon. The strategy will invest in a broad range of investment-grade fixed-income securities and is managed through a top-down investment approach designed to provide an income advantage while managing overall portfolio risk exposures. The investment strategy works within established constraints to maintain broad diversification while implementing the strategy with highly liquid bonds that pass strict credit and structural analysis.

Performance Overview (as of 03/31/24)

 

Current YTD  -0.170%
One Year (2023)   5.140%

 

* Earnings results calculated on total investment return

Portfolio Characteristics


Investment Description

Fixed Income strategy that seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon.  The strategy will invest in a broad range of investment-grade fixed-income securities and is managed through a top-down or broad economic investment approach.  The investment team works within established constraints to maintain broad diversification with highly liquid bonds that pass strict credit and structural analysis.  Designed to provide an income advantage while managing overall portfolio risk exposures.


Fund Profile

  • Inception Date:  May, 2022
  • Indexed to Bloomberg Govt-Credit Intermediate
HTML Snippets Powered By : XYZScripts.com