Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg US Credit Bd Index 7.50%
Bloomberg US Securitised GR USD 7.50%
ICE BofA US HY Constnd TR USD 60.00%
JP Morgan GBI EM Glb Diversified 18.00%
JP Morgan Global Government Bond 7.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Christopher Kauffman 16.17 yrs
Noah Wise 9.81 yrs
Lauren van Biljon 6.08 yrs
Christopher Lee 4.24 yrs
Michael Schueller 4.24 yrs
Adam Hicks 0.01 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
11.98%
-5.92%
28.03%
4.50%
18.81%
-17.71%
4.86%
4.09%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.90%
21.28%
2.10%
19.63%
7.09%
4.66%
-17.87%
17.34%
11.40%
26.26%
-4.44%
23.01%
3.06%
8.62%
-18.99%
12.57%
12.52%
17.92%
-5.90%
39.11%
-2.22%
6.29%
-22.83%
16.27%
20.68%
20.61%
0.98%
21.82%
3.94%
5.17%
-17.59%
15.48%
14.47%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg US Credit Bd Index 7.50%
Bloomberg US Securitised GR USD 7.50%
ICE BofA US HY Constnd TR USD 60.00%
JP Morgan GBI EM Glb Diversified 18.00%
JP Morgan Global Government Bond 7.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Christopher Kauffman 16.17 yrs
Noah Wise 9.81 yrs
Lauren van Biljon 6.08 yrs
Christopher Lee 4.24 yrs
Michael Schueller 4.24 yrs
Adam Hicks 0.01 yrs

Top Portfolio Holders

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