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 Mortgage Backed Sec TR USD 33.33%
Credit Suisse HY USD 33.34%
CS Leveraged Loan TR 33.33%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Glenn Voyles 11.43 yrs
Justin Ma 11.43 yrs
Patrick Klein 2.25 yrs
Jonathan Belk 0.09 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)
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Total Return (NAV)
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--
--
--
--
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Category Rtn. (NAV)
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% 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
9.41%
-14.89%
18.43%
9.47%
6.76%
-23.48%
12.23%
14.67%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.90%
6.47%
4.29%
23.32%
-15.76%
28.96%
-5.89%
44.53%
11.93%
8.61%
-5.41%
25.37%
13.43%
5.23%
-21.24%
14.59%
5.66%
9.30%
-7.70%
30.30%
8.83%
13.12%
-22.95%
10.12%
12.45%
7.02%
12.75%
14.42%
-21.03%
31.83%
-10.79%
39.12%
15.83%
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 Mortgage Backed Sec TR USD 33.33%
Credit Suisse HY USD 33.34%
CS Leveraged Loan TR 33.33%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Glenn Voyles 11.43 yrs
Justin Ma 11.43 yrs
Patrick Klein 2.25 yrs
Jonathan Belk 0.09 yrs

Top Portfolio Holders

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