null Intermediate Treasury Index

Intermediate Treasury Index

Fixed Income Government Duration US
  • Benchmark Bloomberg® U.S. Intermediate Treasury Index
  • Inception Date November 2001

Portfolio Managers

Strategy Overview

The strategy seeks to achieve the benchmark return while preserving value and managing risk. We replicate the overall risk characteristics of the benchmark, while seeking to minimize tracking error volatility and the performance drag from transaction costs. Portfolio managers use a stratified sampling approach to match the important risk characteristics of the index, including duration, quality/rating, sector and convexity.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.