Column headers with buttons are sortable.

Credit Quality

Short Duration
(<3 years)

Intermediate Duration
(3-5 years)

Longer Duration
(>5 years)

High Quality
‘BBB’ exposure limited to 10%

Short Duration Bond
Short duration strategy that seeks to generate income with a focus on capital preservation and liquidity.

Intermediate Taxable
Intermediate duration strategy that seeks to generate income with a focus on higher credit quality.

Positive Impact Bond
Intermediate duration strategy that seeks to generate income with a focus on identifying issues with proceeds that exhibit a positive impact on society and the environment.

Core Bond
Intermediate duration strategy that seeks to generate income through a well diversified, investment grade portfolio.

Investment Grade
Focus on higher yielding sectors; ‘BBB’ exposure limited to 30%

Intermediate IG Credit
Intermediate duration strategy, containing predominantly investment grade corporate bonds and taxable municipal bonds, that seeks to generate income with a focus on higher yielding sectors and securities.

Core IG Credit
Intermediate duration strategy that seeks to generate income through a well diversified, investment grade portfolio, with a focus on higher yielding sectors and securities.

Limited Below Investment Grade/Multi-asset
Blend of investment and below investment grade securities with a minimum rating of ‘BB’

Core Plus Bond
Intermediate duration strategy that seeks to generate high current income. Can hold securities across multiple asset classes including, but not limited to, corporate bonds, taxable municipal bonds, and preferred securities. Below investment grade securities can be held.

Multi-Sector Income
Seeks to generate current income through the use of multiple asset classes, including, but not limited to, corporate and taxable municipal bonds as well as common and preferred securities. Below investment grade securities can be held.