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Bond Funds That Seek to Meet Client Goals

An Insider's Guide to Bond Opportunities

Cut through interest-rate noise to learn how to build better fixed-income portfolios.

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Which goals are coming up in your client conversations?

Stability

Diversify away equity risks.

Core Bond Fund

Diversification

Add bonus sectors.

Core Plus Bond Fund

Flexibility

Invest across the curve.

Strategic Municipal Bond Fund

Tax benefits

Get potentially tax-free income.

Municipal Income Funds

Income

Fight inflation with income.

High Yield Bond Fund

Yield

Cushion rising rates.

Short-Term High Yield Bond Fund

 

Goal of stability: Core Bond Fund

Diversify away equity risks with a traditional core portfolio.

Fund at a glance

  • Invests in investment-grade debt with minimal high-yield exposure
  • Uses bottom-up security selection and relative-value trading
  • Offers conservative risk management and a duration-neutral target

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Goal of diversification: Core Plus Bond Fund

Enhance diversification with upside potential from bonus sectors.

Fund at a glance

  • Invests in core holdings, plus high yield, international, and emerging markets
  • Combines top-down and bottom-up approaches
  • Uses sector expertise to add exposure and capitalize on trends

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Goal of flexibility: Strategic Municipal Bond Fund

Use a variable mandate to capitalize on muni market and rate trends.

Fund at a glance

  • Invests in munis across maturities
  • Tactically adjusts duration, credit, and sector exposures across market cycles
  • Combines bottom-up credit research with top-down macroeconomic analysis

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Goal of tax benefits: Municipal Income Funds

Counter high tax rates with potentially tax-free income and savvy research.

Funds at a glance

  • Include national funds across maturities and select single-state funds
  • Seek outperformance from duration, yield curve, sector, and security decisions
  • Feature a deep bench of managers with an average of 20 years of experience

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Goal of income: High Yield Bond Fund

Fight inflation with income.

Fund at a glance

  • Invests in non-investment-grade corporates
  • Uses top-down sector analysis plus bottom-up fundamental research
  • Prefers companies with strong management and financial flexibility

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Goal of yield: Short-Term High Yield Bond Fund

Cushion rising rates.

Fund at a glance

  • Invests in short-term non-investment-grade corporates
  • Seeks lower volatility than peers from higher-quality debt
  • Uses quantitative screens plus bottom-up qualitative analysis

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For help building fixed-income portfolios for your clients, call 1-888-877-9275.

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