Diversified Fixed Income
Investment Objective
The Bright Diversified Fixed Income strategy seeks capital preservation and income in a portfolio of bond exchange-traded funds (ETFs).
Investment Overview
The Diversified Fixed Income strategy is invested across the bond asset class using exchange-traded funds. Holdings are carefully selected based on asset class, cost, and portfolio fit. Due diligence is conducted on each holding based on manager philosophy, process, and tenure.
Diversified Fixed Income is a core strategy managed to give investors exposure to mostly investment grade corporate, government, and government-backed credit.
Portfolio Managers
Ben Malick, CFA Mark Riefer, CKA Josh Barlow, CFA
Characteristics
Duration Target: 3 to 7 years
Universe: Fixed Income ETFs
Inception Date: 7/1/2017
Credit Quality: Investment Grade
Benchmark: BBG U.S. Aggregate Index
Download the Diversified Fixed Income Fact Sheet