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Investment Grade - Short Duration

  1. Investment Strategies

Investment Strategies

Below are descriptions for our Investment Grade - Short Duration Strategies.

U.S. Government Securities Ultra-Short Strategy

The U.S. Government Ultra-Short Strategy employs U.S. Treasury, U.S. Government Agency, Agency mortgage-backed securities, and other U.S. government securities. Portfolio effective duration is generally maintained between 6 months and 1 year while individual securities are limited to an effective maturity of 5 years or less. Seix attempts to maximize total return by identifying securities that offer an attractive yield for a given duration or maturity.

Ultra-Short Bond Strategy

The Ultra-Short Bond Strategy employs short duration and intermediate term, investment grade fixed income securities including U.S. Treasury, U.S. Government Agency securities, corporate, mortgage-backed and asset-backed securities. Portfolio effective duration is generally maintained between 6 months and 1 year while individual securities are limited to an effective maturity of 5 years or less. Seix attempts to maximize total return by identifying securities that offer an attractive yield for a given sector, duration, or maturity.

Short-Term Fixed 1-3 Strategy

The Short-Term Fixed 1-3 Strategy employs short duration, investment grade fixed income securities including U.S. Treasury, U.S. Government Agency securities, corporate, mortgage-backed and asset-backed securities. Portfolio effective duration is generally maintained between 1.25 and 2.25 years while individual securities are limited to an effective maturity of 5 years or less. Seix attempts to maximize total return by identifying securities that offer an attractive yield for a given sector, duration, or maturity.

Short-Term Fixed 1-5 Strategy

The Short-Term Fixed 1-5 Strategy employs short duration, investment grade fixed income securities including U.S. Treasury, U.S. Government Agency securities, corporate, mortgage-backed and asset-backed securities. Portfolio effective duration is generally maintained between 1.75 and 3.25 years while individual securities are limited to an effective maturity of 7 years or less. Seix attempts to maximize total return by identifying securities that offer an attractive yield for a given sector, duration, or maturity.

Investment Grade - Tax-Exempt

Interested in Tax-Exempt Investment Grade Strategies? Learn More.