High Yield Plus

High Yield Plus is a tactical ‘total return’ strategy that will invest in mutual funds and ETFs. The strategy is a highly concentrated strategy that invests in one or more high yield bond funds when opportunities for growth appear to be strong.

During a higher risk environment or the potential for a significant downturn, the strategy will move the portfolio to a money market or low volatility fund to minimize exposure to catastrophic losses.

The decision to invest in the market is based on the evaluation of technical market indicators.

Inception Date

1/1/2015

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Investment Vehicles
Mutual Funds & ETFs
P
Direct Custodians
Fidelity Investments
TD Ameritrade
Nationwide Financial
Nationwide Advisory Solutions
Security Benefit

We invite you to connect with us to learn more about this strategy’s objectives and how it is best utilized.