Dolan McEniry Core Plus is a U.S. corporate bond strategy that utilizes a blend of 75% investment grade and 25% high yield fixed income securities. Clients choose to benchmark this product against the Bloomberg Barclays Aggregate Index or Bloomberg Barclays U.S. Intermediate Credit Index.

As our core competence is selecting undervalued corporate bonds based on thorough credit analysis, we typically own a larger percentage of corporate bonds than the benchmark. A representative breakdown is about 75% investment grade corporate bonds and 25% high yield corporate bonds.

Dolan McEniry Core Plus

Data through June 30, 2018

Dolan McEniry Core Plus Performance
  • Dolan McEniry Core Plus (Net)
  • Bloomberg Barclays U.S. Intermediate Credit Index
  • Bloomberg Barclays U.S. Aggregate Index