The objective of this model is to generate an interest yield above the Bloomberg U.S. 1-5 Year Government/Credit Bond Index while maintaining a weighted average duration below 3 years. The model invests in a diversified portfolio of fixed income ETFs, with an emphasis on credit exposure relative to interest rate sensitivity, and may include global allocations. The portfolio is generally expected to maintain an investment-grade average credit quality, though it remains subject to market and credit risk.
