Cutwater - Asset Management
Main Content
SHORT DURATION
- Provides current income as a primary focus
- Long-term capital appreciation as a secondary theme
- Active management of duration, sector allocation and security selection
- Maximum maturities are limited to 5 to 7 years
- Managed duration generally within +/- 20% of benchmark duration
objective
Cutwater's Short Term Fixed Income strategy seeks to provide investors with a stable source of income as well as offering some opportunity for capital appreciation. The Portfolio invests in high quality fixed income securities while seeking to maintain a portfolio average duration within +/- 20% of the benchmark. Portfolio strategies include active management of duration, sector allocation and security selection. Maximum maturities for holdings in these portfolios typically are limited to 5 years. The benchmark for this composite is the BofA Merrill Lynch 1-3 Year U.S. Treasury Index.
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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
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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.