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Limited Government Credit

  • Benchmark Bloomberg 1-5 Yr US Gov/Credit

The Limited Government Credit Strategy is an investment grade, limited duration bond portfolio that seeks to preserve capital and prudently improve returns.

Eligible investments include U.S. Treasury, government-related and corporate bonds. The strategy employs active management, bottom-up research and proactive portfolio positioning.

Investment Objective

Preserve capital and prudently improve returns

Eligible Investments

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Strategy Information

Inception Date: January 2005

Strategy AUM: $107 Million

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The information above is current as of 9/30/24.