Asset Class
Fixed Income
Benchmark
Barclays Short-Term Government/Credit Index
Product Sheet
Taxable Ultra-Short Plus Fixed Income
Investment Strategy
The Taxable Ultra-Short Plus Fixed Income strategy is designed to deliver excess return relative to the Barclays Short-Term Government/Credit Index. Portfolios typically have a duration of up to one year and invest primarily in mortgage-backed, asset-backed, corporate and government securities.
Portfolio Management:
Jay N. Mueller, CFA, Senior Portfolio Manager
Thomas M. Price, CFA, Managing Director and Senior Portfolio Manager
D. James Newton II, CFA, Head of Investment Grade Credit Research