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Intermediate Bond Fund – Overview

PRINTER FRIENDLY
Objective
The Intermediate Bond Fund seeks to maximize current income, consistent with the preservation of capital.

Description
The Intermediate Bond Fund will maintain an average duration between 1 and 6 years, and is normally expected to be within one year of the duration of the Lehman Brothers Intermediate Government/Credit Index. Investments can include government and corporate debt securities, mortgage and other asset-backed securities, money market instruments and derivatives. The Fund can invest up to 10% in issues rated below BBB, but no lower than B.

Management Team
All of MetWest's mutual funds and investment strategies are team-managed with a generalist/specialist structure. The Intermediate Bond Fund team has four managers:

Tad Rivelle
Joined MetWest: 1996
Education: Yale (B.S.), USC (M.S.),
UCLA (M.B.A.)

Steve Kane, CFA
Joined MetWest: 1996
Education: UC, Berkeley (B.S.), University of Chicago (M.B.A.)

Laird Landmann
Joined MetWest: 1996
Education: Dartmouth (B.A.),
University of Chicago (M.B.A.)

David Lippman
Joined MetWest: 2001
Education: Drew University (B.A.),
Hofstra University (J.D.)




 
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