The investment seeks total return. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in bonds. The effective maturity of this portion of the fund's portfolio will usually be in the intermediate range (three to ten years). At least 65% percent of the fund's total assets will be invested in investment grade debt securities. The fund may also invest up to 20% of its total assets in securities rated below investment grade. It may invest up to 20% of its total assets in securities denominated in foreign currencies.
Fund filings (PDF) »
Dan Roberts (Started: Feb 28, 2011)
Louis Cohen (Started: Feb 28, 2011)
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