Targeted Asset Classes
High Yield Municipal Bonds
High Yield Corporate Bonds
Our Controlled Advance Series is a risk managed system strategy; therefore, at various times individual positions will be held as cash. In addition, short-term fixed income holdings may be used in place of cash or money market instruments.
As with any model that invests in stocks or bonds, the value of your investments will fluctuate over time and you may gain or lose money.
Typically, a rise in interest rates causes a decline in the value of fixed income securities. Overall fixed income market risk may affect the value of individual instruments in which the strategy invests. Lower-quality fixed income securities, known as “high yield” or “junk” bonds, present greater risk than bonds of higher quality, including an increased risk of default.
Past performance is no guarantee of future results and no strategy can assure success.