The investment seeks current income and reasonable stability of principal. The Portfolio will normally invest at least 80% of its assets in investment grade fixed-income securities, mortgage pass-through securities or non-rated securities considered by the Adviser to be of comparable quality. The average maturity of the securities held by the Portfolio may range from three to ten years. Mortgage pass-through securities are mortgage-backed securities that represent a participation interest in a pool of residential mortgage loans originated by the U.S. government or private lenders such as banks.
Fund filings (PDF) »
William Howarth (Started: Dec 31, 2009)
William Dodge (Started: Jan 31, 2006)
Thomas Luster (Started: Dec 31, 2012)
# Contact ?>
Saratoga, 99 Wall Street, Suite 1200, Omaha, Nebraska 68137, USA