Enhanced Cash Fixed Income Print

Our Enhanced Cash Fixed Income strategy seeks to preserve principal while generating higher returns than money market funds. The target duration is 1.25 years or less and the investments consist of government, agencies, corporate, mortgage and asset back sectors in the investment grade universe. At a minimum, the average portfolio credit quality is Aa3 or AA-. Our team is focused on securities with maturities/average lives of three years or shorter.

Assets Under Management:
$602.8 million1
Portfolio Leadership Team:

Benchmark:
Bloomberg Barclays U.S. Treasury 9–12 Month Index2
Inception Date:
June 1, 2012
Available Vehicles:

Separately Managed Accounts

Strategy

Characteristics

Performance