Looking for Income in a Difficult Market?

A blend of Ultra Short Bond, Short Duration Income, and Floating Rate Funds has outperformed the Bloomberg Barclays U.S. Aggregate Bond Index

This Low Duration Combo Has Delivered Steady, Strong Returns

(09/08/2017 – 12/31/2018)

Source: Bloomberg and Morningstar. Illustration starts on 09/08/2017 to show the recent low in rates. 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.

1Hypothetical portfolio represents 1/3 of each fund

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

Volatility Worries? Consider This Diversified Approach to Income

A strategic combination of ultra-short and short-term fixed-income securities, along with bank loans, may be an attractive option for income and total return amid market turmoil.