The investment seeks high total return consistent with a moderate tolerance for risk. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in U.S. government ...

The investment seeks current income. Under normal market conditions, the fund invests primarily in mortgage-backed securities (MBS) of investment-grade quality and seeks to provide returns consistent ...

In 3Q25 the Limited Term Income Portfolio (I share class) returned 1.82%, 31 basis points ahead of the Bloomberg Intermediate U.S. Government/Credit Index. The strategy remained positioned with a ...

The quarter saw weakness in the labor market with payrolls increasing by just +22k and unemployment moving up to its highest since late-2021. The Bloomberg US Mortgage-Backed Securities Index returned ...

President Trump's promise of new tariff-funded stimulus checks has revived a familiar question for households: how much income is too much to qualify. The proposal centers on a $2,000 payment tied to ...