Multi-Sector Short Duration


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Multi-Sector Short Duration Strategy

The strategy seeks current income with an emphasis on maintaining low volatility and overall short duration by investing in higher quality, more liquid securities across 14 bond market sectors. The strategy utilizes a value-oriented, research driven approach that seeks to strategically overweight undervalued sectors while applying strict risk controls.

Investment Process
Newfleet Multi-Sector-Short Duration Strategy Investment Process

Strategy Risk

Debt securities are subject to various risks, the most prominent of which are credit and interest rate risk. The issuer of a security may fail to make payments in a timely manner. Values of debt securities may rise and fall in response to changes in interest rates. This risk may be enhanced with longer-term maturities.

There is a greater level of credit risk and price volatility involved with high yield securities than investment grade securities.

Changes in interest rates can cause both extension and prepayment risks for asset and mortgage-backed securities. These securities are also subject to risks associated with the repayment of underlying collateral.

There may be no ready market for loan participation interests. The fund may have to sell the interests at a substantial discount. Such interests are subject to the credit risk of the underlying corporate borrower.

Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.

Portfolio Team

David L. Albrycht, CFA 
Industry Start Date: 1985
Christopher J. Kelleher, CFA, CPA 
Industry Start Date: 1983

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