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 Nontraditional Bond
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 6.35% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.02%.
