Strategy

Seeks to maximize risk-adjusted return by:

  • Offering an innovative core fixed-income strategy, one that is global, flexible and risk-aware

  • Investing in a broad range of fixed-income sectors and securities throughout the world while adjusting country, sector and security exposures according to perceived market opportunities

  • Employing an absolute return approach that seeks to dynamically manage risk exposure as market conditions change

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Corporate debt obligations risk
  • Derivatives risk
  • Emerging-markets risk
  • Fixed-income securities risk
  • Lower-rated and unrated instruments risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk
  • Sovereign debt obligations risk


Fund Literature