Investment Objective
The Fund’s investment objectives are high current income and, secondarily, capital appreciation.
HEALTHY YIELD WITH
DIVERSIFIED CREDIT RISK
National Investment Services of America manages predominantly fixed-income strategies that seek to provide consistent performance and downside protection. NIS has served this mission for more than 25 years by partnering with clients and consultants on their unique objectives using an agile investment process. NIS puts client needs first through employee ownership and a collaborative, team-oriented culture. At the close of 2019, NIS partnered with Resolute Investment Managers, based in Irving, Texas. The partnership ensures employee ownership will continue and that the firm’s focus will remain on clients and their needs.
Firm inception: 1993
DISTINGUISHING CHARACTERISTICS
- Collaborative team approach: The sub-advisor’s objective is to build and maintain a portfolio that represents the best relative value available, set by the Investment Strategy Committee based on the anticipated economic and market environment with input from the portfolio managers.
- Portfolio managers are sector specialists with the autonomy to perform bottom-up security analysis across their sector and trade positions.
- Research intensive: The entire capital structure of a company is considered when selecting credits to own.
- Sector exposure is benchmark agnostic.
- Duration is aligned with the Fund’s benchmark, Bloomberg U.S. Aggregate Bond Index.
Total Fund Assets
$6.3 Million
Sub-Advisor (%)
National Investment Services of America, LLC |
100.0 |
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Healthy Yield With Diversified Credit Risk
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