Morningstar CategoryShort-Term Bond
- David L. Nagle | Barings LLC | Managed the fund since inception
- Nathaniel Barker | Barings LLC | Managed the fund since November 2017
- Douglas M. Trevallion, II | Barings LLC | Managed the fund since June 2008
This Fund seeks to achieve a high total rate of return primarily from current income while minimizing fluctuations in capital values by investing primarily in a diversified portfolio of short-term investment grade fixed income securities.
The investment seeks to achieve a high total rate of return primarily from current income while minimizing fluctuations in capital values by investing primarily in a diversified portfolio of short-term investment grade fixed income securities. The fund invests at least 80% of its net assets in investment grade fixed income securities. It seeks to maintain a dollar-weighted average duration of less than three years. Normally, 10% or less of the fund's total assets will be invested in below investment grade debt securities.
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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.