Asset Class: Taxable Bond

An ESG global bond and fixed-income strategy focused on long-term income from bonds and debt instruments issued by companies that meet strict ESG standards.

A world bond strategy that allocates 40% or more to foreign debt, primarily from developed markets. May include up to 20% in lower-quality bonds. Seeks income.

Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.

Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.

A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0–3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.

An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%–65% in speculative-grade debt.

A long term bond portfolio emphasizing investment-grade U.S. corporate and fixed-income securities, designed to generate income while accepting higher interest rate sensitivity due to extended durations.

A long-duration bond strategy focused on U.S. government and agency-backed securities, aiming to minimize credit risk while accepting higher interest rate sensitivity for potential income.

An investment-grade bond strategy targeting intermediate durations, designed to balance income and interest rate risk by focusing on high-quality U.S. fixed-income securities.

A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.

A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

A high yield bond income strategy focused on U.S. bonds rated BB or below, offering higher yield potential in exchange for greater credit and economic risk exposure.

A short-term fixed-income high yield money market strategy designed to preserve capital and provide current income by investing in high-yield money market securities and maintaining a stable NAV.

An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.

A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

A corporate bond strategy seeking higher income by focusing on U.S. and foreign company-issued debt, including a meaningful allocation to high-yield securities.

A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.