Bernstein Intermediate Duration Institutional Portfolio is a mutual fund focused on delivering safety of principal alongside a moderate to high rate of current income. This institutional share class is structured for professional and large-scale investors, with a strategy centered on investment-grade fixed-income securities such as U.S. government bonds, corporate bonds, and securitized debt. The portfolio targets an average credit quality of "A" or higher, yet may allocate up to 25% to below-investment-grade securities to diversify risk and enhance yield, subject to strict limitations on lower-rated holdings. The fund falls within the intermediate core bond category, typically maintaining a duration between five and seven years, which aims to balance interest rate sensitivity and income potential. Its holdings are broadly diversified, with a significant allocation to U.S. Treasury futures, Treasury bills, and agency mortgage-backed securities. The portfolio is actively managed by a team leveraging a disciplined, repeatable investment process designed to manage risks and capitalize on opportunities within the fixed-income market. This approach positions the portfolio as a core fixed-income holding for institutional investors seeking a stable and resilient source of income within their broader asset allocations.
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