Has Delivered Stability in a Volatile Market 

Growth of $100K (11/01/2016 – 03/31/2019)

Source: Morningstar. Ran since the inception of the Ultra Short Bond Fund.

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 shared with, small plan sponsors, plan participants, or the public.

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.

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.