PORTFOLIOS

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



Pricing Report

Fund Name NAV NAV Chg YTD % Chg
Ultra-Short Duration 9.45 0.00 0.55
Short Duration 9.64 -0.01 0.98
 * Data as of October 16, 2017

Could This Be You?

"We use the Short Duration as part of a portfolio strategy for funds we will have invested in the 1–2 year timeframe."
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