The investment seeks total return in excess of that of its benchmark, the J.P. Morgan U.S. 3 Month Cash Index. The fund normally invests directly and indirectly at least 80% of its assets in fixed income securities. It may invest in any sector of the fixed income market and is not required to maintain a minimum or maximum allocation of investments in any one sector. The fund may invest all of its assets in below investment grade securities (commonly referred to as "junk bonds"). It is non-diversified.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Thomas Cooper (Started: May 17, 2006)
Ben Inker (Started: Jun 30, 2010)
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