How are Our Investment Strategies Performing for You?

All Bond IQ Quarterly Commentary White Papers Fact Sheets

Fact Sheets

Core Fixed Income Strategy

Friday, July 5, 2019

As of  June 30, 2019, the Core Fixed Income strategy provided a gross-of-fee return of 8.46% for the trailing 12-months, outperformaing the Aggregate Index by 59 bps and 32 bps net-of-fee.

Fact Sheets

Short Duration Fixed Income Strategy

Friday, July 5, 2019
As of June 30, 2019, the Short Duration Fixed Income strategy provided a gross-of-fee return of 4.64% for the trailing 12-months, outperforming the U.S. Corp & Govt 1-3 Year Index by 35 bps and 9 bps net-of-fee.

Fact Sheets

Intermediate Fixed Income Strategy

Friday, July 5, 2019
As of June 30, 2019, the Intermediate Fixed Income strategy provided a gross-of-fee return of 7.37% for the trailing 12-months, outperforming the Intermediate G/C Index by 44 bps and 17 bps net-of-fee.

Fact Sheets

Enhanced Equity Strategy

Friday, July 5, 2019

As of June 30, 2019, the Enhanced Equity strategy provided a gross-of-fee return of 12.28% for the trailing 3-year market cycle, slighly lagging the S&P 500 index by 186 bps and 149 bps net-of-fee.