Morningstar CategoryIntermediate Core Bond
- David L. Nagle | Barings LLC | Managed the fund since inception
- Douglas M. Trevallion, II | Barings LLC | Managed the fund since October 2008
- Stephen Ehrenberg, CFA | Barings LLC | Managed the fund since February 2019
This Fund seeks to achieve a high total rate of return consistent with prudent investment risk and the preservation of capital by investing primarily in a diversified portfolio of investment grade fixed income securities.
The investment seeks to achieve a high total rate of return consistent with prudent investment risk and the preservation of capital by investing primarily in a diversified portfolio of investment grade fixed income securities. The fund invests at least 80% of its net assets in investment grade fixed income securities. It may invest up to 10% of its total assets in below investment grade debt securities. The fund's portfolio dollar-weighted average duration generally match (within 10%) the average duration of the Barclays U.S. Aggregate Bond Index.
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The Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Debt Securities Risk, Cash Position Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Fixed Income Securities Risk, Foreign Investment Risk; Emerging Markets Risk; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Inflation Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage- and Asset-Backed Secuirites Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools, Sector Risk, Sovereign Debt Obligations Risk, U.S. Government Securities Risk, Valuation Risk, When Issued, Delayed Delivery, TBA, and Forward Commitment Transaction Risk. Please refer to the summary prospectus (a copy can be obtained by sending an email to firstname.lastname@example.org) for more information on the specific risks.