| Portfolios |
| CS McKee has a highly disciplined, fundamentals-based investment process that has been consistently and successfully applied to managing portfolios. |
| ► Performance Summary - All Portfolios (Click Here for full disclosures) |
Our Portfolio Management Hallmarks
- Team focused
- Fundamentals- based
- Relative value approach
- Seeking to outperform our benchmarks
- A performance-based culture
FIXED INCOME
| Aggregate | Quarterly Performance Summary | Fact Sheet |
| Government | Quarterly Performance Summary | Fact Sheet |
| Government / Credit | Quarterly Performance Summary | Fact Sheet |
| Intermediate Aggregate | Quarterly Performance Summary | Fact Sheet |
| Intermediate Government | Quarterly Performance Summary | Fact Sheet |
| Intermediate Government / Credit | Quarterly Performance Summary | Fact Sheet |
| Short Government | Quarterly Performance Summary | Fact Sheet |
| Short Government / Credit | Quarterly Performance Summary | Fact Sheet |
| Agg. Socially Responsible | Quarterly Performance Summary | Fact Sheet |
| IGC Socially Responsible | Quarterly Performance Summary | Fact Sheet |
| Enhanced Cash | Quarterly Performance Summary | Fact Sheet |
MULTI-ASSET
| Tactical Growth | Quarterly Performance Summary | Fact Sheet |
| Tactical Defensive | Quarterly Performance Summary | Fact Sheet |
| Trilogy Alternative Return | Quarterly Performance Summary | Fact Sheet |
EQUITY
| Large-Cap Value | Quarterly Performance Summary | Fact Sheet |
| Large-Cap Core | Quarterly Performance Summary | Fact Sheet |
| Small-Cap Core | Quarterly Performance Summary | |
| All-Cap Core | Quarterly Performance Summary | |
| International | Quarterly Performance Summary |