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Objective

The Intermediate Fixed Income Portfolio seeks to provide investors with current income.  Our Portfolio emphasizes high-quality bonds and intermediate-term durations with the goal of providing consistent above-market returns with relatively less risk than the overall market.
 
High Credit Quality Focus and Research
    • Maintain high quality using only investment-grade bonds 
    • Independent fundamental research on corporate issues
We Believe Yield is Key
    • Yield is the primary element in total return
    • Seek to construct portfolios with higher yields than overall market without sacrificing credit quality
Longer Term Investment Horizon
    • 3-5 year outlook
    • Minimizes volatility
    • Fully invested at all times
Value Added Techniques
    • Emphasize individual security and market-sector selection
    • Opportunistically exploit undervalued securities
    • Disciplined duration management through gradual shift in portfolio composition


Available Investment Vehicles

Mutual Fund - Original
Inception Date 5/10/1994
Symbol RIMFX
Expense Ratio 0.71%
Sales Load N/A
12b-1 Fees 0.10%
Minimum Investment $2,500
Minimum through Schwab and Fidelity $2,500
 
Mutual fund investing involves risk; principal loss is possible.  Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.  Investments in asset-backed and mortgage-backed securities include additional risks such as credit and prepayment risks, possible illiquidity and default and susceptibility to adverse economic developments.
 
Distributed by Quasar Distributors, LLC.