Limited Duration
Fund Resources
- Fact Sheet (PDF | 107 KB)
- Commentary (PDF | 82 KB)
- Prospectus (PDF | 874 KB)
- Annual Report (PDF | 1 MB)
- Semi-annual Report (PDF | 1 MB)
- SAI (PDF | 6 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| I | 76628T819 | SAMLX |
Subadvisor
Objective
The Fund seeks a high level of current income, while preserving liquidity and principal.
Similar to Limited Duration Fund
Investment Grade Tax-Exempt Bond Fund
There is no guarantee these funds will meet your investment objective.
Suitability
The Fund is suitable for investors who want to receive income from their investment.
Investment Risks
This Fund has limited 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.