Limited Maturity Income Fund Overview

The Colorado Episcopal Foundation Limited Maturity Income Fund is a pooled investment fund seeking to provide current income and lower risk. Capital appreciation is a secondary consideration. The Limited Maturity Income Fund invests primarily in publicly traded fixed income securities and mutual funds that focus on fixed income investments. It is the goal of the Limited Maturity Income Fund to produce, over the long-term, a total return that equals or exceeds the total return of the Lehman Brothers 1-3 Year Government Bond Index on a risk-adjusted basis and a minimum total return that exceeds the rate of inflation by one percentage point.

Note: the Limited Maturity Income Fund Statement of Information should be read before investing in any of the funds. For a copy, click here.

For Limited Maturity Income Fund forms, click here.

For LMIF Performance Report, click here.