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Short Duration Core

Summary

Summary

KEY FACTS as of 03/29/2019


Strategy Inception Date
Apr 2017
Strategy AUM
$390.8 M
Benchmark
-

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

25 Years of Industry Experience

Andrew H. O'Brien
Andrew H. O'Brien, CFA

Partner & Portfolio Manager

21 Years of Industry Experience

Supported By 68 Investment Professionals with 15 Years Avg. Industry Experience

Portfolio

Portfolio

Portfolio Breakdownas of 03/29/2019

Type Portfolio
Type Portfolio
U.S. Government Related
ABS
Investment Grade Corporate
CMBS
High Yield Corporate
Bank Loans
Other
Cash

Credit Quality Distributionas of 03/29/2019

Type Portfolio Index
U.S. Treasury 28.8% 65.5%
Agency 0.7% 3.4%
AAA 27.8% 5.7%
AA 7.6% 4.5%
A 11.5% 10.7%
BBB 23.5% 10.3%

CHARACTERISTICS as of 03/29/2019

Portfolio Index
Portfolio Index
Average Coupon 3.52% 2.42%
Average Life 2.36 Years 1.99 Years
Average Effective Duration 1.63 Years 1.91 Years
Average Yield to Worst 3.01% 2.45%

Performance

Performance

Short Duration Core Institutional Composite

Average Annual Returns as of 02/28/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 1.00% 3.30% - - - 2.30%
Net of Fees 0.91% 2.69% - - - 1.69%

Calendar & Rolling Returnsas of 02/28/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees 2.11% - - - - - - - - -
Net of Fees 1.50% - - - - - - - - -

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