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Whether you are looking to complement a stock portfolio, tax-free options, or to diversify internationally, we have a broad range of bond funds to fit your investing style.
If your focus is income, risk reduction of a stock portfolio, or a decreased tax burden, our bond funds can be an important addition to your investment portfolio.
Bond funds are subject to interest rate risk, which is the decline in bond prices that usually accompanies a rise in interest rates, and credit risk, which is the chance that any fund holding could have its credit rating downgraded, or that a bond issuer will default (fail to make timely payments of interest or principal), potentially reducing the fund's income level and share price. International investing involves special risks, including currency fluctuation.
Prices and yields will vary with interest rate changes. All mutual funds are subject to market risk, including possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.
*Morningstar star ratings are based on risk-adjusted performance. Past performance cannot guarantee future results. The Overall Morningstar RatingTM is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar RatingTM metrics. Click on the fund name for more information about the fund, including its 3-, 5-, and 10-year (if applicable) Morningstar ratings.
For funds with at least a 3-year history, a Morningstar RatingTM is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. Each share class is counted as a fraction of 1 fund within this scale and rated separately.
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