Total Return Bond

Fund Resources

ClassCUSIPTicker
A76628T496CBPSX
C76628T488SCBLX
I76628T512SAMFX

Objective

The Fund seeks a total return that consistently exceeds the total return of the broad U.S. investment grade bond market.

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.

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