Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg Gbl Agg Credit TR USD 20.00%
Bloomberg US Corp HY 2% Isr Cap TR USD 50.00%
Bloomberg US Govt/Mortgage TR USD 10.00%
JPMorgan Em Mkts Bd Glb USD 20.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David Cole 18.02 yrs
Pilar Gomez-Bravo 11.59 yrs
Robert Spector 7.58 yrs
Michael Skatrud 6.68 yrs
Andy Li 5.75 yrs
Ward Brown 5.17 yrs
Neeraj Arora 1.59 yrs
John Mitchell 1.01 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
9.30%
-7.70%
30.30%
8.83%
13.12%
-22.95%
10.12%
12.45%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.90%
8.61%
-5.41%
25.37%
13.43%
5.23%
-21.24%
14.59%
5.66%
25.72%
-19.89%
42.97%
0.46%
17.82%
-32.26%
11.82%
10.50%
9.41%
-14.89%
18.43%
9.47%
6.76%
-23.48%
12.23%
14.67%
6.47%
4.29%
23.32%
-15.76%
28.96%
-5.89%
44.53%
11.93%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
Bloomberg Gbl Agg Credit TR USD 20.00%
Bloomberg US Corp HY 2% Isr Cap TR USD 50.00%
Bloomberg US Govt/Mortgage TR USD 10.00%
JPMorgan Em Mkts Bd Glb USD 20.00%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David Cole 18.02 yrs
Pilar Gomez-Bravo 11.59 yrs
Robert Spector 7.58 yrs
Michael Skatrud 6.68 yrs
Andy Li 5.75 yrs
Ward Brown 5.17 yrs
Neeraj Arora 1.59 yrs
John Mitchell 1.01 yrs

Top Portfolio Holders

0 of 0