The investment seeks to maximize total return consistent with the preservation of capital. Under normal market conditions, the Advisor intends to provide total return by investing at least 80% of its ...
The Bloomberg US Aggregate Bond Index returned +1.21% in Q2, adding to the strong performance in Q1 (+2.78%) and bringing year-to-date performance for the index to +4.02%. The Core Bond portfolio ...
The Bloomberg US Aggregate Bond Index returned 2.03% during Q3 of 2025, bringing year-to-date performance for the Index to 6.13%. Despite the shifts in the composition of the Federal Reserve and the ...
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