My Financial Goal(s): Create an emergency fund

Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.

A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

A short-term fixed-income high yield money market strategy designed to preserve capital and provide current income by investing in high-yield money market securities and maintaining a stable NAV.