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Core

Description:
The Ramirez Core Strategy emphasizes high-quality spread sectors in the 0 to 30+ year maturities, our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.


Benchmark:
Barclays U.S. Aggregate Bond Index


Portfolio Constraints
Duration: +/- 15% relative to benchmark
Yield Curve : +/- 30% key rate duration relative to benchmark


Sectors:
U.S. Treasury Securities
U.S. Agencies
Corporate Bonds
Asset Backed Securities (ABS)
Agency Mortgage Backed securities (MBS)
Commercial Mortgage Backed Securities (CMBS)
Municipal Bonds