Morningstar CategoryShort-Term Bond
- Ronald E. Desautels | Barings LLC | Managed the fund since inception
- 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 Fixed Income 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, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Growth Company Risk, Large Company Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stocks Risk, Quantitative Models Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools Risk, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligations Risk, U.S. Government Risk, Valuation Risk, Value Company 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.