WAVLX

About WAVLX

Wavelength Fund is a mutual fund that primarily operates within the nontraditional bond category, aiming to provide income and total return by investing flexibly across various fixed income sectors. Its portfolio consists mainly of U.S. Treasury note futures, a range of exchange-traded funds covering senior loans, mortgage-backed securities, high yield and emerging market bonds, as well as inflation-protected securities. The fund actively manages interest rate exposure and credit risk through allocations to both government and corporate debt instruments, including derivatives for hedging and positioning purposes. With around 60% of assets typically concentrated in its top ten holdings, Wavelength Fund demonstrates a focused yet diversified approach that captures opportunities across global fixed income markets. It features a quarterly distribution schedule with a recent annual yield near 4.3%, and is suitable for investors seeking diversified bond exposure with moderate sensitivity to interest rates and credit movements. The fund's strategy allows for dynamic adjustments to market conditions, positioning it as a flexible component within fixed income allocations.