The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.
Takeaways On January 14, 2025, the DOL issued Field Assistance Bulletin (FAB) 2025-01, providing sponsors and administrators ...
The fund’s stake in below-investment-grade bonds has rarely exceeded 4% under the current team, and in early 2024 the fund’s cap for junk-bond exposure fell officially to 5% from 10%.
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