Who this Fund is designed for
Investors who are going to stay invested for at least 5 years
and seek a fund that:
- Offers a diversified portfolio of primarily U.S. corporate
fixed income securities, with the ability to invest moderately
outside the United States
- Allows you to choose the option of being hedged or un-hedged
against foreign currency fluctuations
- Makes monthly distributions with the option of receiving them
in cash
- Is managed with a focus on long-term consistency and
repeatability
Portfolio characteristics
- Duration of the Fund is maintained within a narrow band to that
of its benchmark
- Holding period is typically 2 - 5 years
- Focuses on short to intermediate maturity corporate issues
- Flexibility to invest in both investment grade and up to 75% in
non-investment grade issues
- Holds approximately 50 - 75 positions which are broadly
diversified among fixed income sectors
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