Benchmark: S&P 500 BOND INDEX
The S&P 500 Bond Index tracks the performance of publicly issued U.S. corporate bonds issued by companies that are constituents of the S&P 500. It provides a fixed income counterpart to the equity-based S&P 500 Index and reflects the credit and interest rate characteristics of large-cap U.S. corporations.
Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.
A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%โ65% in speculative-grade debt.
A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.
A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%โ65% in speculative-grade debt.
A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.