angle-left null US Strips 20+ Year Total Return Bond Index

US Strips 20+ Year Total Return Bond Index

Passive Fixed Income US
  • Benchmark Bloomberg® Barclays U.S. Strips 20+ Year Index
  • Inception Date June 2015

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.