Intermediate Bond
Fund Resources
- Fact Sheet (PDF | 276 KB)
- Commentary (PDF | 136 KB)
- Strategy Highlight (PDF | 122 KB)
- Prospectus - A, C & I Shares(PDF | 817 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 1 MB)
- SAI (PDF | 2 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628T801 | IBASX |
| C | 76628T884 | IBLSX |
| I | 76628T702 | SAMIX |
Subadvisor
Objective
The Fund seeks a total return that consistently exceeds the total return of the intermediate portion of the broad U.S. dollar-denominated, fixed income securities.
Suitability
The Fund is suitable for investors who want to receive income from their investment, as well as an increase in the value of the investment.
Investment Risks
This Fund carries moderate share-price volatility and, correspondingly, has less risk tied to it than more aggressive investments.
Bond Funds will tend to experience smaller fluctuations in value than stock funds. However, investors in any bond fund should anticipate fluctuations in price, especially for longer-term issues and in environments of rising interest rates.