Mesirow Financial Enhanced Core Plus Fund

Why invest in this Fund?

POTENTIAL ADVANTAGES
  • A differentiated income strategy designed to optimize a mix of assets including high yield and currency
  • Low or negative correlations to major equity and fixed income asset classes
  • Potential for higher yield and attractive risk-adjusted performance over a market cycle
Objective

Total return comprising capital appreciation and current income consistent with preservation of capital

Share classes

Institutional Class
MFBIX | 00774Q817

Investor Class
MFBVX | 00774Q791

Process

STEP ONE

Identify investment grade securities that offer attractive yield while maintaining neutral duration

STEP TWO

Add low or negatively correlated asset classes: high yield bonds, active currency overlays, bank loans, preferreds and hybrid securities

STEP THREE

Seek to capture incremental returns through careful sector rotation, yield curve management and issue selection

PORTFOLIO

A broad spectrum of income securities that offers yield advantages and attractive risk-adjusted return potential while remaining duration neutral

Fact sheet

Share classes, performance and top holdings

Portfolio management

Carefully consider the Fund's investment objective, risk factors, charges and expenses before investing. This and additional information can be found in the Fund's full & summary prospectus, which may be obtained via the links above or by calling 1-833-MESIROW. Read the prospectus carefully before investing.

The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies. Information is provided in U.S. dollar denominations.

It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.

Bonds and bond funds are subject to interest rate risk and decline in value as interest rates rise. High yield bonds have greater risk of default or downgrade and are more volatile than investment grade bonds. Mortgage-backed securities (MBS) are subject to prepayment and extension risk. Small movements in interest rates may quickly and significantly reduce the value of certain MBS. The Fund may invest in derivatives. Changes in market value of fund securities and those securities related derivatives may not be proportionate. Derivatives are subject to illiquidity and counterparty risk. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. The fund’s use of leverage may accelerate the velocity of potential losses. Investments in MLPs involve risks that differ from investments in common stock including risks related to limited control and limited rights to vote on matters affecting the MLP.

The Mesirow Funds are distributed by SEI Investments Distribution Co. (SIDCO). The Funds are managed by Mesirow Financial Investment Management, Inc. SIDCO is not affiliated with Mesirow Financial Investment Management, Inc.

Check the background of SIDCO on FINRA's BrokerCheck.