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  • High Quality
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    Short Duration
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    Broad Market

HIGH QUALITY SHORT DURATION

Investment TeamInvestment Approach

Strategy Highlights

A short-term, defensive alternative to money market or cash investments. The investment process emphasizes fixed rate mortgage and asset-backed securities. Portfolios are 95 – 100% AAA rated.

  
  • 0-2 Year
  • 1-3 Year
  • 1-5 Year
 Asset Class:    US Fixed Income    Inception Date:   July 1, 1999
 Investment Style:   Short Duration     Maturity Range:    0 – 2 Years
   
 Primary Index:       T-Billed Spliced w/ Merrill Lynch 1 Yr Treasury

 

Investment Performance (as of 3/31/12)

Quarter
 1 Yr* 3 Yr* 5 Yr*   10 Yr* Since
Inception*
High Quality
0-2 Year (Gross)		 0.23 0.65 1.15 2.64 2.90 3.54
High Quality
0-2 Year (Net)		 0.14 0.30 0.79 2.28 2.54  3.18
T-Bill Spliced
w/ML 1 Yr Treasury		 0.00 0.41 0.74 2.29 2.38  2.96
 Asset Class:    US Fixed Income    Inception Date:   January 1, 1992
 Investment Style:   Short Duration     Maturity Range:    1 – 3 Years
   
 Primary Index:       Merrill Lynch 1 – 3 Yr Government

 

Investment Performance (as of 03/31/12)

Quarter
 1 Yr* 3 Yr* 5 Yr*   10 Yr* Since
Inception*
High Quality
1-3 Year (Gross)		 0.39 1.39 1.97 3.50 3.53 4.84
High Quality
1-3 Year (Net)		 0.30 1.04 1.61 3.14 3.16  4.47
Merrill Lynch
1-3 Yr Government		 -0.02 1.48 1.65 3.48 3.34  4.67
 Asset Class:    US Fixed Income    Inception Date:   January 1, 1999
 Investment Style:   Short Duration     Maturity Range:    1 – 5 Years
   
 Primary Index:       Merrill Lynch 1 – 5 Yr Treasury

 

Investment Performance (as of 03/31/12)

Quarter
 1 Yr* 3 Yr* 5 Yr*   10 Yr* Since
Inception*
High Quality
1-5 Year (Gross)		 0.31 1.99 2.48 4.18 4.07 4.56
High Quality 
1-5 Year (Net)		 0.22 1.63 2.13 3.82 3.71 4.20
Merrill Lynch
1 – 5 Yr Treasury		 -0.19 3.13 2.33 4.42 3.97  4.42
  


*Annualized.  This information is for illustrative purposes only, is subject to change at any time, and should not be considered investment advice or a recommendation to invest in any particular strategy. The High Quality Short Duration Composite gross returns are presented before management and custody fees but after transaction costs.  Custody fees and other expenses would reduce the results shown.    Composite net returns are after a maximum annual management fee of 0.35%.  Please see the Notes to the Composite section in the GIPS® presentation for additional important information regarding the Composite’s performance history.  This information is supplemental to the GIPS® presentation for the Composite which may be accessed by clicking on the GIPS® Disclosure link.  Past performance does not predict or guarantee future results.  It is not possible to directly invest in an index.

 GIPS Disclosure

  

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