FPAS seeks long-term total return with capital preservation by actively investing in debt securities backed by the US government and its agencies. These securities consist of US Treasurys and mortgage-related securities issued by the Government National Mortgage Association (GNMA) and the Federal Home Loan Mortgage Corporation (FHLMC). It also has the flexibility to invest up to 10% of its portfolio in other investment-grade securities including ETFs, mutual funds, and cash and cash equivalent securities. The fund may hold bonds of any maturity or duration but strives for an effective portfolio duration of one to five years. Since the fund is actively managed, security selection and investment decisions are at the discretion of the adviser.
公司网站 :
https://fpa.com/funds
总经理:-
建立时间:2024
公司总部:Investment Managers Series Trust III FPA Short Duration Government ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds