- Benchmark Bloomberg® U.S. Securitized Index
- Inception Date July 1990
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. There is no
guarantee that the stated investment
objectives will be met.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.