Intermediate Aggregate

Strategy Description

Assets Under Management

$1,108M

Inception

12/31/1999

Benchmark

Bloomberg Intermediate Aggregate Bond Index

Team

Bryant Jeffrey head shot
Jeffrey Bryant, CFA

Portfolio Manager
Head of Credit Trading

Rhoderick Sean head shot
Sean T. Rhoderick, CFA

Chief Investment Officer

DuRousseau Jessica head shot
Jessica DuRousseau, CFA

Assistant Portfolio Manager
Credit Trader & Analyst

Composite Investment Results

PCA Intermediate Aggregate
Gross of Fees Return (%)
QTD 1.32
YTD 7.60
1 Year 7.60
3 Year* 5.35
5 Year* 1.10
Since Inception* 2.39
PCA Intermediate Aggregate
Net of Fees Return (%)
QTD 1.23
YTD 7.22
1 Year 7.22
3 Year* 4.98
5 Year* 0.74
Since Inception* 2.03
Bloomberg Intermediate Aggregate Bond Index
Benchmark Return (%)
QTD 1.35
YTD 7.45
1 Year 7.45
3 Year* 5.01
5 Year* 0.68
Since Inception* 1.97
PCA Intermediate Aggregate
Gross of Fees Return (%)
2025 7.60%
2024 2.80%
2023 5.70%
2022 -8.90%
2021 -0.85%
2020 6.53%
2019 7.43%
2018 0.74%
2017 2.74%
2016 2.39%
2015 0.60%
PCA Intermediate Aggregate
Net of Fees Return (%)
2025 7.22%
2024 2.44%
2023 5.34%
2022 -9.22%
2021 -1.20%
2020 6.16%
2019 7.05%
2018 0.39%
2017 2.38%
2016 2.03%
2015 0.25%
Bloomberg Intermediate Aggregate Bond Index
Benchmark Return (%)
2025 7.45%
2024 2.47%
2023 5.18%
2022 -9.51%
2021 -1.29%
2020 5.60%
2019 6.67%
2018 0.92%
2017 2.27%
2016 1.97%
2015 1.21%
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