The Fixed Income Analyzer seeks
to maximize yield/income by eliminating equity exposure and by
managing the changing risk/reward relationships of high quality
and high yield bonds.
INVESTMENT
APPROACH:
Based on dynamic asset allocation, the Fixed Income Analyzer uses
a range of three structured portfolio allocations as the foundation for
managing investment exposure and risk. As economic and market conditions
change, adjustments are made by shifting the portfolio's overall allocation
to include more or less exposure to specific areas of the fixed income
market. This process is performed under a quarterly discipline.
PORTFOLIO
OFFERING:
The Fixed Income Analyzer offers investors a portfolio that consists
of three distinctly weighted high quality and high yield allocations.
Each portfolio allocation will hold up to six fund positions at once.
