Ultra-Short Duration Portfolio (TCUUX)
SEEKS A HIGH LEVEL OF CURRENT INCOME WITH LOW VOLATILITY OF PRINCIPAL
This enhanced cash portfolio is comprised of shorter duration government agency debt, and mortgage-backed securities designed to target a nine-month duration. Trust’s Ultra-Short Duration Portfolio may help your credit union take advantage of the following features:
- INCOME POTENTIAL - The Trust Ultra-Short Duration (the “Fund”) is a diversified portfolio of high quality, short duration government securities that are permissible for credit unions, which seeks attractive sources of income.
- 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 - The 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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