Multi-Sector Income

Objective

High income focused, research driven strategy spanning investment and non-investment grade corporate and taxable municipal bonds, common and preferred stock

Highlights

• Focus: High income strategy utilizing multiple sectors to generate yield in a risk-controlled structure
• Composite Inception Date: 10/31/2015
• Benchmark: N/A
• Credit Quality: Blend of investment grade and below investment grade securities
• Duration: Bond positions tend to be longer in duration to enhance the diversification benefits relative to other asset classes
• Sector Allocation: Primarily dividend-paying common stock, preferred stock, corporate and taxable municipal bonds

Characteristics

Top Sectors

Source for Index information: Bloomberg Barclays