A high-quality portfolio with selective and controlled exposure to bonds rated AA and below echoes its credit complexion. While this fund predominantly sticks to an average portfolio maturity of two to three years, it does take exposure to bonds with a maturity over three years. It spreads its portfolio across multiple issuers to contain blow-up risks. Across market cycles, the fund has a fairly consistent history of beating the category average over one-year periods.
この記事は Mutual Fund Insight の October 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
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この記事は Mutual Fund Insight の October 2022 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
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