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Nasdaq - Delayed Quote USD

Mesirow Enhanced Core Plus Inv (MFBVX)

8.78
0.00
(0.00%)
At close: March 3 at 8:01:59 PM EST

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • Mid Atlantic Capital Group
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and other financial instruments with economic characteristics similar to such securities. Fixed income securities include securities issued or guaranteed by the U.S. government and its agencies or instrumentalities, municipal bonds, corporate bonds, residential and commercial mortgage-backed securities, asset-backed securities, convertible securities, and etc.

Fund Overview

Category Intermediate Core Bond
Fund Family Mesirow
Net Assets 12.97M
YTD Return 1.34%
Yield 5.23%
Morningstar Rating
Inception Date Oct 01, 2019

Performance & Risk

YTD Return 1.29%
5y Average Return 0.17%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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