Long-Term Bond
Long-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of more than six years (or, if duration is unavailable, average effective maturities greater than 10 years). Due to their long durations, these portfolios are exposed to greater interest rate risk. Morningstar®
Cohen & Steers Preferred Securities and Income Fund (CPXAX)
| Performance (1-yr.): 17.99% | Expenses: 1.10% |
| Performance (1-mo.): 1.82% | Total Assets: $2.23B |
Destra Preferred and Income Securities Fund (DPIAX)
| Performance (1-yr.): 13.19% | Expenses: 1.50% |
| Performance (1-mo.): 1.12% | Total Assets: $40.71M |
Dupree Taxable Municipal Bond Fund (DUTMX)
| Performance (1-yr.): 10.06% | Expenses: 0.85% |
| Performance (1-mo.): 2.03% | Total Assets: $17.17M |
First Trust Preferred Securities and Income Fund (FPEAX)
| Performance (1-yr.): 12.52% | Expenses: 1.40% |
| Performance (1-mo.): 1.21% | Total Assets: $253.17M |
GuideStone Funds Extended Duration Bond Fund (GEDYX)
| Performance (1-yr.): 12.70% | Expenses: 0.52% |
| Performance (1-mo.): 3.60% | Total Assets: $441.75M |
JPMorgan Corporate Bond Fund (CBRAX)
| Performance (1-yr.): — | Expenses: 0.75% |
| Performance (1-mo.): 1.84% | Total Assets: $331.22M |
Nuveen Preferred Securities Fund (NPSAX)
| Performance (1-yr.): 18.26% | Expenses: 1.07% |
| Performance (1-mo.): 1.67% | Total Assets: $1.46B |
Sterling Capital Corporate Fund (SCCMX)
| Performance (1-yr.): 8.95% | Expenses: 0.87% |
| Performance (1-mo.): 1.94% | Total Assets: $104.66M |
STW Broad Tax-Aware Value Bond (STWTX)
| Performance (1-yr.): 9.38% | Expenses: 0.46% |
| Performance (1-mo.): 2.13% | Total Assets: $115.56M |
STW Long Duration Investment-Grade Bond Fund (STWLX)
| Performance (1-yr.): 13.41% | Expenses: 0.46% |
| Performance (1-mo.): 3.87% | Total Assets: $54.86M |
