Fixed Income

The Estabrook Investment Grade Fixed Income Fund (EEFIX) seeks to achieve high current income and capital appreciation by actively investing in a diversified portfolio of U.S. corporate and government fixed income securities.

The Fund employs a top-down investment process consistent with the Estabrook’s views, beginning with an assessment of the domestic and global economic environment. This is combined with an extensive review of current credit trends, interest rate levels, the shape of the yield curve and the level of volatility. Credit analysis in addition to various value metrics assist us in the work of selecting particular sectors and securities.

Many investors do not have the individual resources to best invest in the fixed income markets. The Fund affords clients an effective way to ensure their fixed income allocations are well diversified and actively managed by a dedicated fixed income manager. To that end, we recently waived the minimum investment on our Class - “I” shares which carries the lowest expenses available for this Fund, making it accessible as well as affordable.

The Fund invests at least 80% of our assets in investment grade securities* and expects its duration to be between 3 and 6 years.

To learn more, please see our fund documents, including a prospectus, or contact us directly.

Please see Director of Fixed Income Daniel Oh's broker check here.

All mutual fund investing involves risk, including possible loss of principal. The Fund is subject to the risks of the fixed income securities in its portfolio such as credit, prepayment and interest rate risk. As interest rates rise, the value of bond prices will decline and an investor may lose money.

Shares of the Fund are distriubted by Foreside Funds Distributors LLC., Berwyn, Pennsylvania, not affiliated with Estabrook Capital Management

 

*The Fund will consider a security investment grade if it is rated Baa3 or better by Moody’s Investors Service, Inc. (“Moody’s”) or BBB- or better by Standard & Poor’s Financial Services LLC (“S&P”) or Fitch Ratings Ltd. (“Fitch”).

Individuals

Customized Portfolios

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Institutions

Consistent Style and Strategies 

Consistency and discipline drive our clearly defined investment process. As either part of a greater asset allocation or a complete solution, you can count on Estabrook.

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Financial Advisors

Experienced Partner
to Financial Advisors

With a long history of managing Financial Advisors’ client accounts, we work with many sponsors and willingly explore new sponsor program relationships.

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We Understand Your Unique Needs

We have a long history of creating customized portfolios for faith based and socially conscious investors that adhere to their beliefs and larger missions. 

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