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A blend of Ultra Short Bond, Short Duration Income, and Floating Rate Funds has outperformed the Agg

Hypothetical Growth of $1 Million

 (11/01/2016 – 12/31/2018)

Source: Morningstar. Illustration ran since first full month of Ultra Short Bond Fund and reflects cumulative returns, with the reinvestment of dividends and income. This time period is the longest common time period for all three funds and performance over a longer time period will differ.  Class F share used for each fund shown. 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.