See below for details. To provide a high level of current income, consistent with preservation of capital. Portfolio A portfolio primarily invested in adjustable-rate Senior Loans. Senior Loans are business loans made to borrowers that may be corporations, partnerships, or other entities. These borrowers operate in a variety of industries and geographic regions.
Results are hypothetical.
Past performance is no guarantee of future results. As a result of recent market activity, current performance may vary from the figures shown. Past performance is no guarantee of future results. Investment return and principal value will fluctuate and trust shares, when tendered, may be worth more or less than their original cost. Total return assumes reinvestment of all dividends and capital gains and excludes payment of maximum early withdrawal charge.