| Top Decile Average Return | 10.99 | 5.88 | 4.23 | 6.95 | 6.49 | 1.73 | 33.22 | 12.56 | 4.66 | 14.46 | |
| Bottom Decile Average Return | 14.81 | 5.37 | 0.11 | 3.88 | 0.36 | -26.25 | 3.75 | 1.15 | -1.87 | 1.50 | |
| Total Return % | 15.36 | 5.92 | 4.36 | 6.08 | 1.97 | -16.76 | 19.00 | 5.44 | -1.29 | 7.50 | |
| +/-Barclays US Agg Bond TR USD | 11.26 | 1.58 | 1.93 | 1.75 | -5.00 | -22.00 | 13.07 | -1.10 | -9.13 | 3.29 | |
| +/-Barclays US Govt/Credit 5-10 Yr TR USD | 9.39 | 0.62 | 2.53 | 2.27 | -5.58 | -21.82 | 12.50 | -3.98 | -12.08 | 0.29 | |
| Expense Ratio % | 1.51 | 1.33 | 1.39 | 1.35 | 1.23 | 1.02 | 1.12 | 1.17 | 1.21 | 1.27 | |
| Income Ratio % | 5.67 | 4.39 | 3.95 | 4.43 | 4.58 | 4.92 | 3.81 | 3.01 | 2.53 | 2.64 | |
| Turnover Ratio % | 133 | 130 | 106 | 145 | 131 | 146 | 146 | 233 | 222 | 233 | |
| Net Assets $bil | 0.16 | 0.17 | 0.16 | 0.26 | 0.25 | 0.12 | 0.26 | 0.47 | 0.36 | 0.35 |
| 5 Yr Returns | ||
|---|---|---|
| Forward Credit Analys | 9.49 | |
| Forward Credit Analys | 9.09 | |
| Iron Strategic Income | 8.99 | |
| Metropolitan West Str | 8.14 | |
| Metropolitan West Str | 7.90 | |
| % Net Assets | ||
|---|---|---|
| General Motors Co | 0.03 | |
| General Mtrs ([Wts/Rt | 0.02 | |
| Dynegy Inc | 0.01 | |
| Deutsche EuroShop AG | 0.01 | |
| Motors Liquidation Co | 0.01 | |