Morningstar CategoryIntermediate-Term Bond
- David L. Nagle | Barings LLC | Managed the fund since inception
- Charles S. Sanford | Barings LLC | Managed the fund since June 2006
- Douglas M. Trevallion, II | Barings LLC | Managed the fund since October 2008
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, 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 (via the link below or by sending an email to email@example.com) for more information on the specific risks.