The investment seeks to maximize total return by investing primarily in a diversified portfolio of debt securities backed by pools of residential and/or commercial mortgages. The fund invests mainly in investment grade mortgage-backed securities or unrated mortgage-backed securities which the adviser determines to be of comparable quality. Under normal circumstances, it invests at least 80% of its assets in mortgage-backed securities. The fund's average weighted maturity will normally range between two and ten years.
Fund filings (PDF) »
Douglas Swanson (Started: Aug 18, 2000)
Michael Sais (Started: Jun 30, 2005)
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100 Wood Street, 245 Park Avenue, New York, NY 10167, USA