Attractive Risk-Adjusted Performance

01/01/2014 – 12/31/2018

VIEW FACTSHEET

Source: Morningstar.Past performance is no guarantee of future results.

This web page has been prepared exclusively for use by analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants.  It is not intended for, and should not be used with, small plan sponsors, plan participants, or the public in written or oral form or for any other purpose.

The Bloomberg Barclays U.S. Aggregate Bond Index is an index of U.S dollar-denominated, investment-grade U.S. government and corporate securities, and mortgage pass-through securities, and asset-backed securities.

Indexes are unmanaged, do not reflect the deduction of fees or expenses, and an investor cannot invest directly in an index.

This web page has been prepared exclusively for use by analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants. It is not intended for, and should not be used with, small plan sponsors, plan participants, or the public in written or oral form or for any other purpose.

 

ADDITIONAL INSIGHTS

Bank Loans: What’s the State of Floating Rate?

In light of the recent volatility, we address key questions for investors in U.S. bank loans.