Navigator® Fixed Income Total Return
Navigate Fixed Income with a Tactical Approach
Allocation
- Alternative Diversifiers, Fixed Income, Tactical Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides tactical exposure to the fixed income markets and seeks to deliver total return with a secondary goal of income.
Provide investors the potential for higher returns by identifying market leadership and constantly pursuing alpha.
The strategy utilizes a relative strength, momentum based approach to identify the leading fixed income sector(s).
Manage portfolio risk through the ability to shift to safer fixed income sectors when necessary.
The strategy seeks to minimize downside risk through its ability to shift out of lower quality areas when needed and invest in high quality debt and/or cash.
Utilize a quantitative and repeatable investment process to maintain a durable portfolio through various market cycles.
The strategy utilizes a tactical approach, making adjustments for todays markets. It uses an asset allocation policy that seeks to rotate among High Yield, U.S. Treasuries, and Cash Equivalents.
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Monthly Moves: Charting Our Strategies, October 2026
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October delivered one of the sharpest swings toward value on record. The Russell 1000 Value Index gained 4.4%, while the Russell 1000 Growth Index fell 6.1%.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, October 2026
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After being one of the few areas of strength in September, large-cap growth stocks struggled in October. Value companies continued to exhibit clear leadership for the year. Small-cap stocks advanced modestly in October and held on to solid year-to-date gains. See Table 1 for October, Q3, and YTD returns.
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Market Update: Midterm Elections
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Good news! The results are in and the political texts and commercials can stop. As expected, the Democratic party swept both the House and Senate, setting the stage for a divided government for the next two years.
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