|255 Liberty Street , New York, NY 10286|
|Fund Manager||Nancy G. Rogers|
|Manager Tenure||11 Years 7 Months|
The fund seeks to match the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds that are included in the Bloomberg Barclays U.S. Aggregate Bond Index (or other instruments with similar economic characteristics). In seeking to match index performance, the manager uses a passive management approach and generally purchases a representative sample of the bonds comprising the Bloomberg Barclays U.S. Aggregate Bond Index. Because the fund has expenses, performance will tend to be slightly lower than that of the index. To maintain liquidity, the fund may invest up to 20% of its assets in various short-term, fixed-income securities and money market instruments. The fund attempts to have a correlation between its performance and that of the Bloomberg Barclays U.S. Aggregate Bond Index of at least .95 before expenses. A correlation of 1.00 would mean that the fund and the index were perfectly correlated.
|Asset Type||% Of Allocation|
|Total Net Assets||293.66 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$750|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 05/31/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 05/31/2021|
|Life Of Fund||
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Stocks moving in premarket trading Tuesday include Uber, Johnson & Johnson, U.S. Bancorp, Lennar and Apple.
China has set a target for non-fossil fuel sources to account for 20% of the country’s energy by 2025. That could accelerate copper demand.
"Lennar, as well as the U.S. housing market, "continued to experience unprecedented supply chain challenges which we believe will continue into the foreseeable future," said chairman Stuart Miller.
"Our large real-world evidence and Phase 3 studies confirm that the single-shot Johnson & Johnson vaccine provides strong and long-lasting protection against COVID-19-related hospitalizations," the drugmaker said.
Wall Street looks set to rebound from its biggest single-day decline in four months Tuesday as investors shift focus from China Evergrande's failure to the Fed's two-day policy meeting.
Stock futures rebound from Monday sell-off; China Evergrande chairman vows to recover; Lennar ads name to list of cautious homebuilders; Trudeau wins historic third term and Universal Music Group sings loudly on Amsterdam debut.