Core Plus Fixed Income

Sector Weightings (%):

  • LCP Core Plus Fixed Income
  • BBG Barclays Aggregate Bond Index

Quality Weightings:

LCP Core Plus Fixed Income BBG Barclays Aggregate Bond Index
AAA 50.85% 72.54%
AA 4.15% 3.19%
A 13.88% 11.05%
BBB 22.11% 13.19%
BB and below 5.79% 0.02%
Cash 3.23% 0.00%

Portfolio Characteristics:

LCP Core Plus Fixed Income BBG Barclays Aggregate Bond Index
Avg. Price 100.42 99.89
Yield 3.73% 3.30%
Duration 5.84 yrs 5.98 yrs
Avg. Quality Aa3 Aa2
Coupon 3.84% 3.11%
Issues 369 10,012

The characteristics presented above are for a representative account and are provided for illustrative purposes only. Actual account characteristics may differ.

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