The investment seeks to maximize inflation protected return. The fund is designed to protect the total return generated by its core fixed income holdings from inflation risk. It normally invests at least 80% of "Assets" in bonds. The fund seeks to hedge this risk by using swaps that are based on the Consumer Price Index in combination with its core portfolio of fixed income securities. This strategy is intended to create the equivalent of a portfolio of inflation-protected fixed income securities. Secondarily, the fund may purchase other investments including actual inflation-protected securities such as Treasury Inflation Protected Securities (TIPS).
Fund filings (PDF) »
Deepa Majmudar (Started: Mar 31, 2010)
Steven Lear (Started: Sep 25, 2013)
Scott Grimshaw (Started: Mar 31, 2010)
Duane Huff (Started: Mar 31, 2010)
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