Palmer Square Opportunistic Income Fund
PSOIX
NASDAQ
Rating
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Risk
Fund Information
Fund Type
Category
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Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Palmer Square
Manager/Tenure
(Years)
(Years)
Christopher D. Long (9), Angie K. Long (9), Taylor R Moore (4)
Website
Address
Palmer Square
Leawood KS - 66211
Leawood KS - 66211
Country
United States
Phone Number
866-933-9033
Investment Strategy
The investment seeks a high level of current income; long-term capital appreciation is the secondary objective. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities and/or income-producing securities (the “80% Policy”). It may invest in debt securities of any maturity and credit quality, including securities rated below investment grade and unrated securities. The fund is non-diversified.
