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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 10,464.40 | 30.69 | 0.29% |
| NASDAQ | 2,176.05 | 6.87 | 0.32% |
| S&P 500 | 1,110.63 | 4.98 | 0.45% |
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The investment seeks to maximize total return, consisting of capital appreciation and current income.
The fund normally invests at least 80% of assets in fix-income securities of place country-region U.S. and foreign issuers rated investment grade or the unrated equivalent, which include bonds, debentures, notes, mortgage- and asset-backed securities, municipal obligations, warrants, convertibles and money market instruments. The fund's duration typically ranges between three and eight years. It may also engage in short-selling and interest-rate swaps.
| Name | % of Total Fund Assets | |
|---|---|---|
| U.S. TREAS 10YR NOTE () | 9.27 % | |
| FNMA () | 8.08 % | |
| 2 YR US T-NOTE () | 4.88 % | |
| FNMA () | 3.01 % | |
| U.S. 5 YR T NOTE () | 2.63 % | |
| View Holdings | ||
Intermediate-Term Bond
Above Average
Notices and Terms: Confirm all data with your broker before trading.
BATS data provided in real-time. NYSE, NASDAQ and AMEX data delayed 15 minutes.
Quote data provided by Interactive Data. Historical prices provided by Prophet. © [2007] Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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