The STAMP Opportunistic strategy seeks to generate excess returns over the short duration benchmarks through the active management of sector, yield curve, security and duration allocations within the investment grade universe, with a target duration of +/- 20% to the stated benchmark. Portfolios are constructed within this framework and are concentrated in Corporate Credit, Mortgage-Backed, Asset-Backed and Municipal sectors with opportunistic allocations to the High Yield and Bank Loan sectors. At a minimum, the average credit quality is “BBB” and individual investments have a “B” or better quality rating. Individual securities will have a maturity/average life of five years and shorter.
|SECTOR WEIGHTS (Range)|
1 Target Alpha is an investment objective and not a promise of future results or performance. It is calculated gross of fees over a 3 to 5 year time horizon. There can be no assurance that a portfolio will achieve its target alpha.
2 BofA Merrill Lynch 0–2 Year U.S. Treasury Index
Non-Index Structures include:
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