MFA High Grade
Our MFA High Grade Portfolio strives to deliver enhanced returns in a purposely concentrated portfolio of highly rated individual stocks. The companies included in this portfolio have been selected because of their historical financial strength and analyst ratings at the time of selection. only companies with positive historical growth trends and strong balance sheets based on our internal research and third party ratings may be considered for inclusion. Appropriate for investors who are aware of the risks associated with a concentrated portfolio and are willing and able to take risks.
The MFA High Grade Portfolio is a Focused High-Quality Portfolio of Stocks...
- This portfolio consists exclusively of companies that have received high ratings from multiple rating agencies
- Only those companies that have demonstrated a positive growth history are included
- The goal is to include only those companies that are well positioned to survive and thrive through multiple business cycles
- Positions are routinely monitored and rotated as a result of material rating agency changes and business specific events
To learn more about this portfolio, please launch the PDF viewer below.
Disclosure: The MFA High Grade Portfolio is a concentrated portfolio and may be subject to greater volatility and risk than more diversified strategies. There is no guarantee that companies selected based on credit ratings or historical metrics will perform as expected.