None of the 29 investors followed here reported a position in FSIG in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a FSIG trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.2 | 0.1 | -1.3 | 0.1 | -0.1 | -0.4 | -0.5 | -0.1 | -2.0 | 0.4 | −3.8% | ||
| 2025 | 0.1 | 0.6 | -0.4 | 0.5 | -0.2 | 0.7 | -0.3 | 0.6 | 0.2 | -0.1 | 0.1 | -0.2 | +1.7% |
| 2024 | -0.1 | -1.0 | 0.1 | -1.2 | 0.9 | 0.2 | 1.2 | 0.7 | 0.5 | -1.4 | 0.3 | -0.6 | −0.5% |
| 2023 | 0.9 | -1.4 | 1.3 | 0.1 | -0.6 | -0.6 | 0.2 | -0.3 | -1.1 | -0.6 | 2.2 | 1.4 | +1.6% |
| 2022 | -1.2 | -0.9 | -1.7 | -1.1 | 0.1 | -1.7 | 1.7 | -1.3 | -1.8 | -0.2 | 1.5 | -0.1 | −6.7% |
| 2021 | 0.1 | +0.1% |
Under normal market conditions, the fund seeks to invest at least 80% of its net assets (plus any borrowings for investment purposes) in investment grade corporate debt securities. Under normal market conditions, the fund adviser seeks to construct a portfolio that has a weighted average duration of +/- one year of the Bloomberg U.S. Corporate 1-5 Year Index. The fund may invest up to 20% of its net assets (plus any borrowings for investment purposes) in debt securities of any credit quality.
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