The investment seeks a high interest rate of return over a long-term period consistent with the preservation of capital. The fund normally invests at least 80% of its net assets under normal circumstances in debt securities. It invests primarily in a variety of investment-grade debt securities, such as U.S. government securities, mortgage-backed securities, corporate bonds, and money market instruments. The fund normally has a weighted average maturity of approximately five to ten years, but is subject to no limitation with respect to the maturities of the instruments in which it may invest.
Fund filings (PDF) »
Mark Johnson (Started: Sep 30, 2007)
Vita Pike (Started: Jun 30, 2004)
William Healey (Started: Nov 21, 1997)
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