The fund seeks to outperform (based on the fund"s total return, gross of fees) the Bloomberg U.S. Aggregate Bond Index (the benchmark) over a market cycle, typically a 3-5 year time horizon. As a matter of non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its assets in bonds.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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