About MAHIX
The iMGP Low Duration Income Fund Institutional Class is a mutual fund with a primary focus on generating income while maintaining low interest rate sensitivity. Designed for investors seeking long-term returns with lower risk and less volatility than equity markets, the fund employs a multi-manager approach, utilizing sub-advisors with expertise in differentiated, income-oriented strategies. The fund primarily allocates its assets to a diverse mix of short-duration fixed-income securities, including U.S. Treasury notes, agency securities, corporate bonds, asset-backed securities, and various short-term loans. Its effective duration typically targets around two years, minimizing exposure to interest rate fluctuations while offering a yield profile above that of typical money market instruments or short-term Treasury securities. The iMGP Low Duration Income Fund serves as a complement to core fixed income holdings, offering broad sector diversification and flexible allocation across traditional and alternative fixed-income market segments. Its structure aims to provide stable income, limited interest rate risk, and modest price volatility, making it a strategic component for managing overall portfolio risk within institutional and diversified investor portfolios.
Fund Family iM Global Partner Fund Management
Category Alt Multi-Strategy
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MAHIX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
MAHIX had a total return of 2.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.72%.
