Investment Objective
The Fund seeks to provide to investors current income and capital appreciation through allocations to fixed income sectors with attractive risk-adjusted return characteristics. The Fund seeks to take advantage of the most attractive opportunities across five primary asset classes: investment grade and high yield bonds, preferreds, municipal bonds, U.S. Treasuries.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.2 | 0.4 | 0.4 | 0.6 | 0.6 | 0.8 | 0.6 | 0.5 | 0.8 | 0.4 | 0.4 | 0.8 | |
2022 | 0.0 | 0.8 | 0.6 | 0.8 | 0.2 | 1.0 | 0.5 | 0.5 | 0.6 | 0.8 | 0.4 | 0.4 | 0.4 |