The investment seeks total return in excess of that of its benchmark, the J.P. Morgan U.S. 3 Month Cash Index. The fund normally invests directly and indirectly at least 80% of its assets in fixed income securities (see "Name Policies"). It is permitted to invest in fixed income securities of any kind (e.g., fixed income securities of any maturity, duration or credit quality). The fund may invest in any sector of the fixed income market and is not required to maintain a minimum or maximum allocation of investments in any one sector. It is non-diversified.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Thomas Cooper (Started: May 17, 2006)
Ben Inker (Started: Jun 30, 2010)
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