Limited Volatility Investment Strategy
Strategy Highlights
- Primarily U.S. Government and Government Agency backed variable rate securities, as well as high quality fixed rate government, corporate and asset backed securities.
- High levels of current income while effectively eliminating credit risk and reducing the volatility of returns.
- Carries an average effective duration between 10 to 18 months.
Learn More About Limited Volatility Investment Strategy
Intermediate Bond Strategy
Strategy Highlights
- Broad market strategy with portfolio risk managed within distinct tolerance for:
- Duration
- Sector Allocation
- Security Selection
- Governed by clear and consistent investment principles.
- Invests primarily in Treasuries, Government Agencies, Mortgages and Investment-Grade Corporate Bonds.
- Emphasis toward sector allocation and security selection.
Learn More About Intermediate Bond Strategy
Municipal Bond Strategy
Strategy Highlights
- Provides a high level of current income which is exempt from federal taxation.
- Well diversified, high quality portfolios (AA portfolio average).
- Niche strategy with sector focus.
- Active management process manages interest rate exposure.
Learn More About the Dana Municipal Bond Strategy
