Morningstar CategoryIntermediate Core-Plus Bond
- David L. Nagle | Barings LLC | Managed the fund since inception
- Douglas M. Trevallion, II | Barings LLC | Managed the fund since October 2018
- Nathaniel Barker | Barings LLC | Managed the fund since November 2017
- Stephen Ehrenberg, CFA | Barings LLC | Managed the fund since November 2017
This Fund seeks a superior total rate of return by investing in fixed income instruments.
The investment seeks a superior total rate of return by investing in fixed income instruments. The fund invests at least 80% of its net assets in fixed income securities. The dollar-weighted average credit quality of the fund is generally not expected to be less than BBB-/Baa3. The fund's subadviser, expects for the fund's portfolio dollar-weighted average duration generally to match (plus or minus 2.5 years) the average duration of the Barclays U.S. Aggregate Bond Index. It may invest up to 25% of its total assets in securities that are not denominated in U.S. dollars.
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The Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Debt Securities Risk, Cash Position Risk, Convertible Securities 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.