Distribution Rate |
SEC Yield
Sub.*
|
Unsub.
|
---|---|
7.30% |
-
|
3.96%
|
Distribution Rate |
SEC Yield
Sub.*
|
Unsub.
|
---|---|
7.39% |
3.54%
|
3.30%
|
Overall rating based on risk-adjusted returns among 422 funds in the Intermediate Core Bond category as of 03/31/25.
Correlation | |
---|---|
With Stocks | With Bonds |
-0.14 | -0.41 |
Source: Portfolio Designer. Correlation data as of 03/31/25 compared with S&P 500 Index and Bloomberg Aggregate Bond Index.
Overall rating based on risk-adjusted returns among 62 funds in the US Fund Systematic Trend category as of 03/31/25.
Correlation | |
---|---|
With Stocks | With Bonds |
0.03 | 0.01 |
Source: Portfolio Designer. Correlation data as of 03/31/25 compared with S&P 500 Index and Bloomberg Aggregate Bond Index.