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Wasmer Schroeder

Core Bond

CTX

Objective

Moderate duration, well diversified investment grade approach with a focus on sectors and securities where we maintain an information edge

 

Highlights

  • Focus: Spread product and sector management
  • Composite Inception Date: 1/31/2008
  • Benchmark: Bloomberg Barclays U.S. Aggregate Index
  • Credit Quality: Investment grade portfolio with ‘BBB’ exposure limited to 10%
  • Duration: Moderate duration, similar to the Bloomberg Barclays U.S. Aggregate Index
  • Sector Allocation: Mix of investment grade corporate bonds, taxable municipal bonds, and government agency debt

Characteristics

 

Top Sectors

Source for Index information: Bloomberg Barclays

Credit Quality Details

The rating shown is the middle rating ranked lowest to highest by the three primary rating agencies, if three ratings are available. If only two ratings are available, WS shows the lower of the two ratings. More information about the ratings assigned to the securities in the Portfolio by each ratings agency is available upon request. The ratings shown may not reflect the ratings as of the report date; ratings are updated periodically and are subject to change without notice. During periods of market volatility, ratings may change dramatically.