Investors who seek higher income potential than with a money market fund, those who want to maintain a hedge against inflation, or who desire to balance more aggressive investments with one providing potentially steady income. Investment Strategy The fund will invest primarily in inflation-indexed bonds issued by the U.S. Government, its agencies and instrumentalities, and corporations. Investment Selection Guidelines Fund net assets of at least $100 million or more years of investment history, if available. Average credit quality of A or better by Standard and Poor’s or Moody’s. Returns should approximate or exceed the total return of the benchmark for rolling 5-year periods at reasonable levels of risk. FIXED INCOME INDEX FUNDS Objective Fixed Income Index Funds seek long-term capital appreciation through passively investing in a portfolio designed to provide a return approximately equal to the performance of an unmanaged index. Index funds seek to minimize expenses by avoiding the costs associated with active portfolio management. Performance Benchmark(s) Barclays Capital US Aggregate Bond Index or such other index that most appropriately reflects the strategy Typical Investor Profile Investors who want returns that should approximate those of specific sectors or total market segments of the U.S. debt markets with reduced expenses. Investment Strategy Index funds should invest in fixed income securities that will produce returns approximately equal to the return on the associated market indices. These funds should minimize management fees, transactions costs, and other expenses whose presence would cause shortfalls in performance relative to the underlying indices. Investment Selection Guidelines
Investors who seek higher income potential than with a money market fund, those who want to maintain a hedge against inflation, or who desire to balance more aggressive investments with one providing potentially steady income. Investment Strategy The fund will invest primarily in inflation-indexed bonds issued by the U.S. Government, its agencies and instrumentalities, and corporations. Investment Selection Guidelines Fund net assets of at least $100 million or more years of investment history, if available. Average credit quality of A or better by Standard and Poor’s or Moody’s. Returns should approximate or exceed the total return of the benchmark for rolling 5-year periods at reasonable levels of risk. FIXED INCOME INDEX FUNDS Objective Fixed Income Index Funds seek long-term capital appreciation through passively investing in a portfolio designed to provide a return approximately equal to the performance of an unmanaged index. Index funds seek to minimize expenses by avoiding the costs associated with active portfolio management. Performance Benchmark(s) Barclays Capital US Aggregate Bond Index or such other index that most appropriately reflects the strategy Typical Investor Profile Investors who want returns that should approximate those of specific sectors or total market segments of the U.S. debt markets with reduced expenses. Investment Strategy Index funds should invest in fixed income securities that will produce returns approximately equal to the return on the associated market indices. These funds should minimize management fees, transactions costs, and other expenses whose presence would cause shortfalls in performance relative to the underlying indices. Investment Selection Guidelines
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