Fund Goals
The AHA Limited Maturity Fixed Income Fund seeks to provide a high level of current income consistent with the preservation of capital and liquidity.
Multi-Manager Approach
This fund combines two managers in the core + alpha philosophy of controlling risk while providing the opportunity for above market returns. A core manager invests conservatively in high-quality securities within the 1-3 year maturity range. The alpha manager actively moves average portfolio duration within the 1-5 year maturity range. The two managers are generally equally weighted with a +/-5% range of market movement.
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.
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