Short-Term U.S. Treasury Securities
Fund Resources
- Fact Sheet (PDF | 999 KB)
- Commentary (PDF | 135 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 | 76628T561 | STSFX |
| C | 76628T553 | SSUSX |
| I | 76628T579 | SUSTX |
Subadvisor
Objective
The Fund seeks to provide as high a level of current income relative to funds with like investment objectives as is consistent with the preservation of capital through investment exclusively in short-term U.S. Treasury securities.
Suitability
The Fund is suitable for investors who want lower share-price volatility and lower risk than longer-term bond funds.
Investment Risks
This Fund has lower share-price volatility and, correspondingly, has lower risk tied to it than more aggressive investments.
U.S. Government Guarantees apply only to the underlying securities of the Fund’s portfolio and not the funds shares. 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.