INVESTMENT STRATEGIES

Objective

Deliver total return via diversified exposure to U.S. fixed income sectors, including investment grade corporate debt

Benchmark

Barclays Capital Government/Credit Index

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Objective

Deliver total return via diversified exposure to U.S. Government and Agency fixed income sectors

Benchmark

Barclays Capital Intermediate Government Index

There are risks associated with all investments. Certain strategies are subject to additional risks. An investment in a taxable bond strategy includes credit risk, the risk that an issuer of a bond will be unable to make interest and principal payments when due. There is also interest rate risk, which is the risk that interest rates will rise, causing bond prices to fall. The strategy may bear additional risk because they invest in mortgage-related securities. The value of the strategy’s mortgage-related securities can fall if the owners of the underlying mortgages pay off their mortgages sooner than expected, which could happen when interest rates fall, or later than expected, which could happen when interest rates rise. There are also significant, potentially different, risks associated with hedging strategies, derivatives, and the use of leverage.