The investment seeks to maximize total return; total return includes both income and capital appreciation. The fund seeks to outperform the Merrill Lynch 1-Year U.S. Treasury Note Index through an actively managed diversified portfolio of securities. It invests primarily in investment grade debt securities rated in the highest three categories by at least one of the following three nationally recognized statistical rating organizations: Fitch Ratings, Moody's Investors Service, Inc. and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. The anticipated weighted average duration for the fund is between 0.5 to 2 years.
Fund filings (PDF) »
Christopher Vincent (Started: Dec 1, 2009)
Paul Sularz (Started: Dec 1, 2009)
# Contact ?>
William Blair, 222 West Adams Street, 12th Floor, Chicago, IL 60606, USA