Investment Process
Strategy Highlights
STYLE: Intermediate Fixed Income
INCEPTION: 7/1/2002
BENCHMARK: Bloomberg US Aggregate Index
Approximately 40 issues
Duration neutral to Index
Standard allocation may include: governments, agencies, securitized, and corporate bonds
Bonds are investment grade at purchase
Investment Policy Committee
Jeff Porter, CFA Committee Chair
John Beaver, CFA
Brian Guild
John Corrigan, CFA
Investing involves risk. Principal loss is possible. Before investing, consider the investment objectives, risks, charges and expenses.