iMGP Low Duration Income FundMAHIX

MUTUAL FUNDIM Global Partner
Type
Mutual fund
Peer group
Taxable bond
Net assets
$261.9M
Expense ratio
1.02%
1-year return
+6.0%
3 years, a year
+8.3%
5 years, a year
+5.0%
Holdings
999

What it aims to do.

The iMGP Low Duration Income Fund (the Low Duration Income Fund) seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes.

Top 10 holdings.

Holding% of fund
State Street Global Advisors3.66%
State Street Institutional Treasury Money Market Fund1.67%
JOBY Connect Finco Sarl1.25%
Zayo Issuer LLC1.22%
GEON Performance Solutions LLC1.13%
LendingTree Inc0.98%
AMSR Trust0.93%
PNC Pnc Financial Services0.92%
Eagle Broadband Investments LLC0.88%
BAC Bank Of America Corp0.87%

More on MAHIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.