|333 West Wacker Drive , Chicago, IL 60606|
|Fund Manager||Team Managed|
The investment objective of the Fund is to provide total return, with an emphasis on a high level of current income. Under normal circumstances, the Fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in credit and credit-related instruments. Credit and credit-related instruments include, but are not limited to:domestic and foreign corporate debt obligations, including bonds, notes, debentures, commercial paper and other obligations of corporations to pay interest and repay principal; fixed and floating rate loans, including senior loans and secured and unsecured junior loans, in an amount not to exceed 30% of the Funds net assets; residential and commercial mortgage-backed securities; asset-backed securities; preferred securities and contingent capital securities (sometimes referred to as CoCos) in an aggregate amount not to exceed 20% of the Funds net assets; interests in senior, mezzanine, and subordinated/equity classes or tranches of collateralized loan obligations (CLOs); U.S. government securities (securities issued or guaranteed by the U.S. government or its agencies or instrumentalities); and debt obligations of foreign governments.
|Asset Type||% Of Allocation|
|Total Net Assets||128.14 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$2500|
|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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