Investment Grade Bond

Fund Resources

ClassCUSIPTicker
A76628T868STGIX
C76628T850SCIGX
I76628T876STIGX

Objective

The Fund seeks to provide as high a level of total return through current income and capital appreciation as is consistent with preservation of capital primarily through investment-grade fixed-income securities.

Suitability

The Fund is suitable for investors seeking a moderate rate of income with less share-price volatility than longer-term bond funds. The Fund seeks to enhance total return by achieving capital gains by capitalizing on movements in nominal interest rates.

Investment Risks

This Fund carries lower reward potential and, correspondingly, has lower 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.

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