Short Duration Portfolio (TCUDX)
SEEKS A HIGH LEVEL OF CURRENT INCOME
This portfolio is comprised of high-quality, shorter duration government agency debt, and mortgage-backed securities designed to target a longer-term strategy. Trust’s Short Duration Portfolio may help your credit union take advantage of the following features:
- INCOME POTENTIAL - The Trust Short Duration (the “Fund”) is comprised of mortgage-backed and government securities that are permissible for credit unions, and targets the two-year Treasury.
- CONSISTENT - Credit quality and relative stability of principal are not compromised in the search for yield. The Trust Portfolios have provided investment options to credit unions for over 25 years.
- DUAL FOCUS - ALM First Financial Advisors, LLC Fixed Income team seeks to generate current income while also considering the potential for capital appreciation.
Portfolio Holdings Archive
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