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objective
The investment objective of our Core Fixed Income strategy is to maximize risk-adjusted
total return with a combination of income and capital appreciation. The portfolio
seeks to achieve its objective by investing in a diversified portfolio of investment-grade
fixed income securities. The manager seeks to consistently outperform the benchmark,
the Barclays Capital U.S. Aggregate Index, through the active management of interest
rate positioning, sector allocation and security selection.
"Core" exposures for
these portfolios will consist of allocations to the U.S. investment grade bond market.
Interest rate exposure is generally managed within a +/- 20% range of benchmark
duration. Portfolio guidelines for some constituents may allow for allocations to
out of benchmark sectors. These allocations are generally limited to 10% or less
of portfolio assets. Sectors can include, but may not be limited to, high yield,
emerging markets, non-dollar and U.S. TIPS.
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sector allocation
as of 9/30/2011
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statistics
as of 9/30/2011
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quality
For more information, please contact us.
There can be no guarantee that the investment techniques, strategies and risk analyses used by Cutwater will produce the desired results. Investment involves risks, including the possible loss of principal.
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