Portfolio Manager/Sub-Investment Adviser
Paul Brain, Howard Cunningham and Jonathan Day serve as the fund's primary portfolio managers, positions they have held since the fund's inception. Mr. Brain is the lead portfolio manager for the fund and is the investment leader of the fixed income team and chairman of the bond/FX strategy group at Newton, where he has been employed since 2004. Mr. Cunningham is an analyst/investment manager credit and chairman of the credit group at Newton, where he has been employed since 2000. Mr. Day is an investment manager credit at Newton, where he has been employed since 2002.
Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.
Notes & Disclosures
- Portfolio composition and allocation is as of 03/31/14 and is subject to change at any time. Totals may not be exact due to rounding. Negative exposures may represent short positions through derivatives.
- Bonds rated BBB/Baa or higher are considered investment grade, while bonds rated BB/Ba or lower are considered speculative as to the timely payment of principal and interest. Credit ratings reflect only those assigned by S&P, Moody's, and/or Fitch. Split-rated bonds, if any, are reported in the higher rating category.
- Source: Morningstar, Inc. All rights reserved.
- Duration is a measure of volatility expressed in years. The higher the number, the greater the potential for volatility as interest rates change.