iMGP Dolan McEniry Corporate Bond Fund Institutional Class is an actively managed mutual fund focused on U.S. corporate credit. Its primary objective is total return with a secondary goal of capital preservation, implemented through a diversified mix of investment‑grade bonds, selective high yield exposure, and a smaller allocation to U.S. government and Treasury securities, generally with maturities of 10 years or less. The strategy emphasizes bottom‑up credit analysis centered on free cash flow generation, aiming to identify issuers with low credit risk and attractive spreads while maintaining duration near the Bloomberg U.S. Intermediate Credit Index. As of late 2024, the portfolio exhibited intermediate interest‑rate sensitivity and a yield premium versus its benchmark, reflecting a focus on security selection within corporate debt. The fund typically keeps at least 80% in corporate bonds and may invest up to a defined portion in government securities, providing investors exposure to a broad cross‑section of U.S. corporate issuers across sectors. It serves as a core corporate bond holding for investors seeking disciplined credit selection within an intermediate duration profile.
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