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Source: MorningstarDirect as of 9/30/2019. Ultra-Short Duration is the ICE BAML 1-3 Month US Treasury Index. US Core FI is the BbgBarc US Aggregate. US High Yield is the BbgBarc US High Yield 2% Issuer Cap Index. Bank Loans is the Credit Suisse Leveraged Loan Index. For illustrative purposes only. Investors cannot invest directly in an index. Past performance is no guarantee of future results.
1In shipping, ballast refers to the heavy material carried in order to provide stability and control. In investment terms, it is often used to describe fixed income’s potential ability to provide stability during times of equity market volatility.