Texas Presbyterian Foundation
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Fixed Income Fund

Inception Date: January 1, 1984

The Fixed Income Fund is an actively managed diversified bond portfolio consisting principally of high quality, investment-grade corporate, mortgage, asset-backed and limited high yield securities. A small portion of the Fund assets may be invested, opportunistically, in high yield domestic bonds, and investment grade non-U.S. fixed income securities.

Over a full market cycle, the Fund seeks to produce a total rate of return, net of expenses, which exceeds the Barclays Aggregate Index and is ranked above the median performance level when compared to a universe of other comparable funds.


Net Assets: $200.1 Million
As of June 30, 2019

Fund Management

The Fixed Income Fund is managed by four advisory firms: Barrow Hanley Mewhinney & Strauss of Dallas, TX, BlackRock of New York City, NY, Loomis, Sayles & Company of Boston, MA as well as by Western Asset of Pasadena, CA.

Reports

For additional information, please contact your Relationship Manager.