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Mesirow Financial Mutual Funds

fact sheet

Mesirow Financial High Yield Fund

Strategy Overview


The Mesirow Financial High Yield Fund (the “High Yield Fund” or the “Fund”) seeks to provide a high level of current income consistent with the preservation of principal.

Process Highlights

  • The Fund generally takes diversified positions in the securities of corporations whose debt is rated below investment grade (approximately 80%) with an emphasis on smaller issues (below $500mm) that are typically issued by small-to-mid capitalization companies.
  • The Fund may invest the remainder of the portfolio in other investment grade instruments.
  • The Fund employs a value-oriented investment style that emphasizes top-down industry selection followed by rigorous bottom-up security selection.
  • Target investments are those that have individual yield premiums which appear to be favorable and are viewed as having a comparable or lower probability of default and/or loss risk.
  • Benchmark is the Bloomberg Barclays U.S. Corporate High-Yield Index.

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Have questions or need more information? Contact us at 833.637.4769 or send us a message.

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Carefully consider the Funds’ investment objective, risk factors, charges and expenses before investing. This and additional information can be found in the Funds’ full & summary prospectus, which may be obtained on the Documents page of this site or by calling 1-833-MESIROW. Read the prospectus before investing.

The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Mesirow Financial Investment Management, Inc. and its affiliated companies and/or individuals may, from time to time, own, have long or short positions in, or options on, or act as a market maker in, any securities discussed herein and may also perform financial advisory or investment banking services for those companies. A complete list of composites can be made available upon request. Information is provided in U.S. dollar denominations.
It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.
Bonds and bond funds are subject to interest rate risk and decline in value as interest rates rise. High yield bonds have greater risk of default or downgrade and are more volatile than investment grade bonds. Mortgage-backed securities (MBS) are subject to prepayment and extension risk. Small movements in interest rates may quickly and significantly reduce the value of certain MBS. The Fund may invest in derivatives. Changes in market value of fund securities and those securities related derivatives may not be proportionate. Derivatives are subject to illiquidity and counterparty risk. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. The fund’s use of leverage may accelerate the velocity of potential losses. Investments in MLPs involve risks that differ from investments in common stock including risks related to limited control and limited rights to vote on matters affecting the MLP.
The Mesirow Funds are distributed by SEI Investments Distribution Co. (SIDCO). The Funds are managed by Mesirow Financial Investment Management, Inc. SIDCO is not affiliated with Mesirow Financial Investment Management, Inc.