Macquarie Limited-Term Diversified Income Fund Class A is an open-end mutual fund focused on short-term, investment-grade fixed income. Its primary objective is to deliver income with limited volatility by keeping interest-rate sensitivity low and maintaining a diversified mix of high-quality bonds and cash equivalents. The strategy typically emphasizes U.S. government and agency securities, high-quality corporates, and securitized assets such as asset-backed and mortgage-backed securities, while distributing dividends on a monthly schedule. The fund generally targets a short effective duration—recently around two years—to help moderate price fluctuations from rate changes. It may also hold modest allocations outside core government credit, including selected corporate notes and certain securitized instruments, to enhance income within a conservative risk framework. Positioned in the short-term bond category, the fund seeks maximum total return consistent with reasonable risk and operates with a below-average distribution fee level and a front-load share structure. Its portfolio is actively managed, with top holdings often anchored by U.S. Treasury notes and liquidity vehicles to preserve stability and flexibility.
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