Footnotes
*Morningstar Class returns as of 06/28/2024, newest accessible information.
1 Factset, as of 06/30/2024.
2 As represented by the ICE BofA U.S. Excessive Yield Constrained Index as of 06/30/2024.
3 As represented by the ICE BofA U.S. Excessive Yield BB Constrained Index, the ICE BofA U.S. Excessive Yield B Constrained Index, and the ICE BofA U.S. Excessive Yield CCC & Decrease Constrained Index as of 06/30/2024.
4 As represented by the Bloomberg U.S. Company Funding Grade Bond Index Return as of 06/30/2024.
5 As represented by the Credit score Suisse Leveraged Mortgage Index as of 06/30/2024.
6 As represented by the S&P 500 Index as of 06/30/2024.
7 As represented by the ICE BofA European Excessive Yield Index as of 06/30/2024.
8 As represented by the ICE BofA European Company Index as of 06/30/2024.
9 Supply: Morningstar, as of 06/30/2024. Morningstar Multi-Sector Bond Funds: Multisector-bond portfolios search earnings by diversifying their property amongst a number of fastened earnings sectors, often U.S. authorities obligations, U.S. company bonds, overseas bonds, and high-yield U.S. debt securities. These portfolios usually maintain 35% to 65% of bond property in securities that aren’t rated or are rated by a significant company equivalent to Customary & Poor’s or Moody’s on the degree of BB (thought of speculative for taxable bonds) and beneath.