Actively managed core bond and international bond funds have historically outperformed the Bloomberg Barclays U.S. Aggregate Bond Index1 and the Bloomberg Barclays Global Aggregate Index2, respectively. We strongly believe that including actively managed fixed income on retirement plan menus can offer better risk management and yield potential than a passive approach.

  1. ^The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based flagship benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market.
  2. ^The Bloomberg Barclays Global Aggregate Index is a flagship measure of global investment-grade debt from 24 local currency markets. The indices are unmanaged and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only and does not predict or depict the performance of the Fund. Past performance does not guarantee future results.