Optimum Fixed Income Fund Class C is a mutual fund focused primarily on delivering income through a diversified portfolio of fixed income securities. Designed for investors seeking a high level of current income, the fund invests at least 80% of its assets in investment-grade bonds—primarily those rated BBB- or higher by major rating agencies. The portfolio may also include a smaller allocation to high-yield ("junk") bonds and offers the flexibility to hold government, corporate, and securitized debt instruments. The fund’s management employs a combination of bottom-up fundamental research and top-down macroeconomic analysis, leveraging the expertise of firms such as Pacific Investment Management Company, LLC (PIMCO) and Delaware Management Company to respond to evolving interest rate and credit market conditions. As part of the intermediate core-plus bond category, the fund can tactically access non-core sectors such as emerging markets debt or non-U.S. currency exposures, broadening its income opportunities. Since its inception in 2003, this fund has played a market role as a diversified, manager-driven solution for fixed income exposure, appealing to investors who prioritize income and seek some capital appreciation within the broader bond market.
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