Sam Dunlap on TD Ameritrade Network

Watch the interview here

Disclosures:

ABS: Asset-backed securities.

CLO: Collateralized loan obligation.

CMBS: Commercial mortgage-backed security.

RMBS: Residential mortgage-backed security.

Basis Point (bps): One hundredth of one percent and is used to denote the percentage change in a financial instrument.

Bloomberg Barclays U.S. Aggregate Bond Index: An unmanaged index that measures the performance of the investment-grade universe of bonds issued in the United States. The index includes institutionally traded U.S. Treasury, government sponsored, mortgage and corporate securities.

Effective Duration: Measures a portfolio’s sensitivity to changes in interest rates. Generally, the longer the effective duration, the greater the price change relative to interest rate movements.

It is not possible to invest directly in an index.

References to other mutual funds should not be interpreted as an offer of these securities.