Ultra Short Bond Fund | LUBFX

Strong Performance During Periods of Rising Rates

The Fund provides the opportunity for higher income and total return versus cash or money market funds, with potentially less volatility and lower interest-rate risk than short- or intermediate-term bonds.

Attractive Yield

7-day yield (as of 07/30/2018)

2.26%

30-day standardized yield

2.19%

Low Duration

7-day yield (as of 07/30/2018)

2.26%

High Quality

Investment Grade

2.26%

Low Expenses

Net Expense Ratio

2.26%

No upfront sales charge
No redemption fee++

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Additional Insights

Ultra-Short Bonds: A Source of Potential Income and Stability

Historically, floating-rate notes have generated positive returns despite rising rates, and they offer the potential for higher income going forward.