The investment seeks to maximize total return available from a universe of higher-quality fixed income investments maturing in five years or less from the date of settlement while targeting the duration of the Citigroup World Government Bond 1-5 Year Currency Hedged U.S. Dollar Index. The fund primarily invests in fixed income securities that mature within five years from the date of settlement. It has a non-fundamental investment policy that it normally will invest at least 80% of its net assets in fixed income securities. The fund normally invests in fixed income securities that are rated investment grade.
Fund filings (PDF) »
David Plecha (Started: Jul 29, 1999)
Joseph Kolerich (Started: Oct 29, 2012)
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SA Funds, 3055 Olin Ave,Suite 2000, San Jose, CA95128, USA