The Eagle Asset Management Strategic Income Portfolio (SIP) is a risk-focused investment program designed to seek stable and growing income as well as the potential for capital appreciation. The Strategic Income Portfolio balances higher-yielding equity and fixed-income securities — Eagle offers two options: a SIP account with taxable bonds or a SIP account with tax-advantaged bonds — in an actively managed account. This is not simply a traditional balanced account with a relatively static ratio of stocks and bonds. Instead, Strategic Income is a dynamically managed portfolio utilizing the talents of Eagle's Equity Income and Fixed Income teams.
On the equity side, those holdings may include high-yielding common stocks, preferred stocks, convertible bonds and real-estate investment trusts (REITs). On the fixed-income side, potential holdings include government securities; asset- and/or mortgage-backed securities; investment-grade corporate bonds; closed-end high-yield bond funds; municipal general-obligation or revenue bonds; and exchange-traded funds (ETFs).
Portfolio |
Strategic Income Portfolio Taxable |
Benchmark |
50% S&P 500 Index/ |
Typical Market Capitalization |
$2 billion or greater |
Account Minimum |
$250,000 |
Typical Turnover |
Less than 100% |
Typical Number of Holdings |
50 to 70 |
Portfolio |
Strategic Income Portfolio Taxable-advantaged |
Benchmark |
50% S&P 500 Index/ |
Typical Market Capitalization |
$2 billion or greater |
Account Minimum |
$250,000 |
Typical Turnover |
Less than 100% |
Typical Number of Holdings |
25 to 50 |
Portfolio Co-Manager
39 Years Of Industry Experience
30 Years With Eagle Asset Management
Managing Director, Portfolio Manager
34 Years Of Industry Experience
26 Years With Eagle Asset Management
Portfolio Co-Manager & Head of Credit Research
24 Years Of Industry Experience
19 Years With Eagle Asset Management
Portfolio Co-Manager
37 Years of Industry Experience
24 Years With Eagle Asset Management
Portfolio Co-Manager
26 Years Of Industry Experience
9 Years With Eagle Asset Management
Portfolio Co-Manager
28 Years Of Industry Experience
16 Years with Eagle Asset Management
Senior Research Analyst, Municipals
19 Years of Industry Experience
8 Years With Eagle Asset Management
Senior Research Analyst
22 Years Of Industry Experience
5 Years With Eagle Asset Management
Senior Research Analyst
16 Years Of Industry Experience
8 Years With Eagle Asset Management
Research Analyst
13 Years Of Industry Experience
8 Years With Eagle Asset Management
Research Analyst
18 Years Of Industry Experience
7 Years With Eagle Asset Management
Research Analyst
3 Years Of Industry Experience
2 Year With Eagle Asset Management
Research Analyst
12 Years Of Industry Experience
10 Years With Eagle Asset Management
Research Analyst
9 Years of Industry Experience
6 Years With Eagle Asset Management
Portfolio Analyst
20 Years Of Industry Experience
19 Years With Eagle Asset Management
You will need Adobe Acrobat Reader in order to view the PDF files linked above. If you do not have Acrobat Reader installed on your computer, you may obtain it free of charge at the Adobe Web site. Click here to go to the Adobe Web site (link will open in new window).