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Wasmer Schroeder

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

 

Top Sectors

Source for Index information: Bloomberg Barclays