Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
**View 15 Year Disclosure
Our methodology for both taxable and tax-advantaged bonds emphasizes:
- Intermediate duration
Average duration of three to seven years.
- Upper-investment-grade securities
AA+/- average ratings.
- Sector allocation
KIM shifts allocation weightings in anticipation of perceived market trends.
- Historical trend analysis
Historical data analysis provides insights into recurring patterns.
- Opportunity-focused trading
Portfolio managers monitor price movements and market activity for buy and sell opportunities.
KIM diversifies across Treasury and government bonds, closed-end funds, exchange-traded funds and open-end funds (domestic and international bond markets.)