The investment seeks total return by investing primarily in domestic and foreign debt securities. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a diversified portfolio of debt or debt-related securities. The average portfolio duration of it will normally vary from 0 years to 7 years. The fund may invest in derivatives, such as futures, options, forward commitments and swap agreements to try to enhance returns or reduce the risk of loss of (hedge) certain of its holdings or manage duration. It may invest up to 15% of its total assets in swaps.
Fund filings (PDF) »
Taylor Wagenseil (Started: Oct 30, 2009)
Daniel Roberts (Started: Oct 30, 2009)
Louis Cohen (Started: Oct 30, 2009)
Michael Kimble (Started: Oct 30, 2009)
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