Consulting Group Core Fixed-Income (TIIUX – MF report) a Zacks Ranked #1 (Strong Buy) seeks current income and reasonable stability of principal. TIIUX invests, under normal market conditions, a large portion of its net assets in fixed income securities and instruments issued by governmental and corporate issuers. These securities include mortgage-related and asset-backed securities, although the fund does not invest more than 25% of its assets, at the time of purchase, in privately issued mortgage related securities or more than 10% of its assets in asset-backed securities. TIIUX distributes dividends monthly and capital gains annually.
The Consulting Group Core Fixed-Income fund, managed by MorgStan, carries an expense ratio of 0.54. Moreover, TIIUX requires a minimal initial investment of $100.
TIIUX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 1.37%, 3 year 2.08%, and 5 year 3.51%. To see how this fund performed compared in its category, please click here.
TIIUX’s performance, as of the last filing, when compared to funds in its category was in the top 8% in 1 year, top 26% over the past 3 years, and in the 29% over the past 5 years.
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