SEMRX

About SEMRX

Medalist Partners Short Duration Fund – Investor Class is an open‑end mutual fund focused on delivering a high level of current income while emphasizing preservation of capital. The fund invests primarily in investment‑grade, U.S. dollar‑denominated fixed income issued by domestic entities, including U.S. Treasuries, government agency securities, mortgage‑backed securities, asset‑backed securities, and other short‑duration bonds. Its approach centers on maintaining limited interest‑rate sensitivity through short duration positioning, complemented by active security selection across high‑quality sectors. The strategy may incorporate short sales to manage interest‑rate or spread risk and to exploit relative‑value opportunities, enhancing risk control around the core long portfolio. The fund offers daily liquidity with purchases and redemptions processed at net asset value, and the Investor Class carries a stated minimum initial investment aligning with retail investors. Within the ultrashort bond category, it serves as a cash‑management and capital‑preservation tool for investors seeking steady income and diversified exposure to high‑quality securitized and government credit markets, supported by an active management framework and monthly distribution profile.