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We use Osterweis OSTIX, BlackRock BSIIX, and Loomis LSBDX for mostly domestic, flexible manadate, core holds. Depending on the size of the portfolio, we might include Artio JBGIX, Thornburg THIIX, Eaton Vance ESIIX, or Goldman GSZIX. In taxable accounts, we consider municipal bonds (but are very cautious right now) like Thornburg LTMIX or THMIX, Vanguard VMLTX. Foreign bonds remain attractive to us, and we continue to use Templeton TGBAX (lots of local currency expsosure in foreign sovereign bonds), Goldman Emerging GSDIX (mostly dollar based), and Goldman Emerging GIMDX (mostly local currency). We have used U.S. Global NEARX as a substitute for large cash positions, but realize this is not a cash holding.
For lower-risk portfolios, we might include Ivy Global IVSIX, Federated GNMA FGMAX, and we like Lord Abbett Short Duration LLDYX for stability and a 2.5% current yield. In the alternative fixed-income area, we use Loomis Strategic Alpha LASYX and Eaton Vance Global Macro EIGMX.
Comments
For lower-risk portfolios, we might include Ivy Global IVSIX, Federated GNMA FGMAX, and we like Lord Abbett Short Duration LLDYX for stability and a 2.5% current yield. In the alternative fixed-income area, we use Loomis Strategic Alpha LASYX and Eaton Vance Global Macro EIGMX.