For the Brinson U.S. Balanced Fund, our disciplined approach values U.S. asset classes, industries and securities based on their expected returns and risk levels. We systemmatically assess our valuations and strategy, and actively reallocate the portfolio accordingly. The Brinson U.S. Balanced Fund is managed by an integrated investment team, combining input from our asset allocation group, equity and bond strategists and research analysts. June, December 1 Morningstar proprietary ratings reflect historical risk-adjusted performance as of June 30, 2001. The ratings are subject to change every month.
Past performance is no guarantee of future results.
Barney BIG Bond Index Past performance assumes reinvestment of distributions at net asset value and does not guarantee future results. The above historical information is for illustrative purposes only. An investment cannot be made directly into an index. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Shares are not insured by the FDIC, Federal Reserve Board, or any other agency, and are subject to investment risks, including possible loss of principal amount invested.