
See price against where its own fundamentals say it should trade — the shaded gap is the discount or premium, across five valuation lenses.
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This fund dedicates at least 80% of its capital, including any leveraged funds, to fixed income investments. Its central objective is to deliver overall returns while keeping market fluctuations to a minimum, primarily by allocating capital to high-quality, short-duration debt securities. The portfolio features a diverse range of taxable fixed income instruments. The fund's manager actively oversees the duration of its holdings, selecting securities that are, on average, set to mature in under five years.
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