Multi-Sector Income
MITX
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