INCOME
Core Strategy
Income
The highest-rated securities in our universe that generate income.
A curated combination of bonds, preferred stocks, closed-end-funds, and other income producing securities.
PERFORMANCE SUMMARY
As of June 2025
1.22%
YTD Return
7.32%
1 Year
-
3 Year
4.59%
Since Inception
PERFORMANCE VS Bloomberg US Aggregate Float Adjusted TR Index
As of June 2025
| PERIOD | INCOME | Bloomberg US Aggregate Float Adjusted TR Index | DIFFERENCE |
|---|---|---|---|
| YTD | 1.22% | 4.01% | -2.79% |
| 1 Year | 7.32% | 6.28% | 1.05% |
| 3 Year | - | - | - |
| Since Inception | 4.59% | 3.34% | 1.25% |
Past performance is not indicative of future results. Investment returns and principal value will fluctuate. See disclaimers for more information.