AAM/HIMCO Short Duration Fund Class I is an actively managed ultrashort bond mutual fund designed to deliver current income with an emphasis on capital preservation and modest total return. The strategy targets a short interest-rate profile and allocates across U.S. Treasuries, investment‑grade corporates, securitized credit such as asset‑backed and commercial mortgage‑backed securities, and selectively to below‑investment‑grade bonds, bank loans, and collateralized loan obligations to capture spread opportunities within tight duration bands. Management employs a balanced top‑down and bottom‑up process, rotating sectors and adjusting duration based on macro views and relative value, with security selection by specialist sector teams. The fund’s role in portfolios is to provide a cash‑flow‑oriented core fixed income sleeve with lower interest‑rate sensitivity than intermediate funds while diversifying across high‑quality government and corporate debt and structured credit markets. Recent disclosures highlight that up to a meaningful portion may be allocated to non‑investment‑grade and loan instruments, reflecting a flexible mandate to enhance income within risk controls typical of the ultrashort category.
See your Portfolio Score and get data driven insights in ~60 seconds.
Opens in PortfolioPilot
Based on technical indicators and chart patterns, ASDIX shows...
Market sentiment analysis indicates...