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Intermediate

Description:
The Ramirez Intermediate Strategy emphasizes high-quality spread sectors in the 0 – 10 year maturities with an objective of maximizing total rate of return and achieving better risk adjusted results than the benchmark over a complete market cycle.


Benchmark:
Barclays Intermediate U.S. Government/Credit Bond Index


Portfolio Constraints
Duration: +/- 10% relative to benchmark
Yield Curve: +/- 20% key rate duration relative to benchmark
Maximum Maturity: 10 years


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