Navigator® Enhanced Short Duration

Navigate Fixed Income Marketswith an Enhanced Short Duration Strategy

Allocation
APPROACH

The Navigator Enhanced Short Duration Bond Strategy primarily invests in a broad range of short duration corporate investment grade fixed income securities with a weighted duration typically below one year and, to a lesser degree, intermediate term fixed income securities (which may include below investment grade), U.S Treasuries, and money market securities.

Primarily provides exposure to ultra-short duration investment grade fixed income
This portion of the strategy seeks to opportunistically add value through an active approach that looks to take advantage of credit spreads and sector valuation.
Invests in intermediate term fixed income securities
This portion of the strategy seeks to minimize downside risk through its rotational approach and its ability to shift.
Seeks to provide excess returns through both active, security selection and tactical approaches
This approach is supported by in-depth, internally generated research that seeks to pursue attractive risk-adjusted performance results over the long-term.

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