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Wasmer Schroeder

Short Duration Bond

STTX

Objective

Broadly diversified, low duration strategy focused on capital preservation and low volatility

 

Highlights

  • Focus: Low duration style focused on current income and capital preservation
  • Composite Inception Date: 12/31/1993
  • Benchmark: Bloomberg Barclays 1-3 Year Government/Credit Index
  • Credit Quality: Investment grade portfolio with ‘BBB’ exposure limited to 10%
  • Duration: Short duration with a primary focus on 1-5 year maturities
  • 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.