Fund Characteristics and Long Term Performance
Fund Goals The Limited Maturity Fixed Income Fund seeks to provide a high level of current income consistent with the preservation of capital and liquidity. Core Alpha ApproachThis fund utilizes a single manager to follow the core alpha philosophy of managing risk while providing the opportunity for above market returns. The sub-adviser invests a portion of the fund conservatively in high-quality securities within the 1 - 3 year maturity range while using another portion of the assets to actively move the average portfolio duration within the 1 - 5 year maturity range. High Quality Securities This fund invests in investment grade securities which are rated by at least one of the two major rating agencies in the higher quality grades in an attempt to prevent risk of loss of principal.