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.

Take a look at the fund fact sheet to learn more about this fund.

Portfolio Holdings Archive



Pricing Report

Fund Name NAV NAV Chg YTD % Chg
Ultra-Short Duration 9.46 0.00 0.24
Short Duration 9.66 0.01 0.71
 * Data as of June 22, 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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