Securitized Index

Fixed Income Securitized US
  • Benchmark Bloomberg® U.S. Securitized: MBS, ABS, and CMBS Index
  • Inception Date July 1990

Portfolio Managers

Nancy Rogers, CFA

Nancy Rogers, CFA

Strategy Overview

The strategy seeks to achieve the benchmark return while preserving value and managing risk. We replicate the overall risk characteristics of the benchmark, while seeking to minimize tracking error volatility and the performance drag from transaction costs. Portfolio managers use a stratified sampling approach to match the important risk characteristics of the index, including duration, quality/rating, sector, and convexity.

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Please note that all investment strategies involve risk. There is no guarantee that the stated investment objectives will be met.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.