Tickers A: ITBAX C: HABCX F: ITBFX I: ITBIX R3: ITBRX R4: ITBUX R5: ITBTX R6: ITBVX Y: HABYX Inception Date 07/22/1996 Morningstar® Category Intermediate Core-Plus Bond Lipper Peer Group Core Bond Overall Morningstar RatingTM (I-Share)* Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation. Invests primarily in well-established companies with strong balance sheets and a history of consistently paying dividends, helping to provide downside resilience. How will our new economic reality shape the investing landscape? Fact Sheet MFS ® Total Return Fund Q3 | 2020 As of September 30, 2020 Objective Seeks total return. View mutual fund news, mutual fund market and mutual fund interest rates. Summary Prospectus. Summary prospectus; Prospectus 978,7 KB Statement of Additional Information 483,95 KB Annual Report 1,48 MB Semi-Annual Report 1,58 MB Episode 1: … Each replacement pair is designed to be a 1-to-1 exchange across funds of very similar strategies. Inception Date May 31, 2011. Fact Sheet. In our new video series, Outspoken, panels of top industry minds discuss and debate what we can expect going forward. As of September 30, 2020 Fact sheet wfam.com Municipal Bond Fund Asset class: Municipal Fixed Inc OVERALL MORNINGSTAR RATINGTM, † ★ ★ ★ ★ The Overall Morningstar Rating, a weighted average of the three-, five-, and ten-year (if applicable) ratings, is out of 146 funds in the Muni National Long category, based on risk-adjusted return as of Investment team Portfolio Managers Steven Gorham, CFA 30 years with MFS 30 years in industry Alexander Mackey, CFA 21 years with MFS 21 years in industry Joshua Marston 20 years with MFS 27 years in industry Johnathan Munko Share Class Institutional. Capital Gains / Dividends Minimum Initial Investment Regular Accounts $100,000 Automatic Investment Plan $5,000. If you're already a Vanguard client: Call 800-888-3751. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). Annual Report. (BAGIX). hartfordfunds.com SEPTEMBER 30, 2020 Hartford Total Return Bond Fund Seeks a competitive total return with income as a secondary objective. • Direct all questions to the Plans’ Third-Party Plan Administrator at info@planspecs.com WCMIX. CUSIP 461418444. $67,311.4: Companies/Issuers Holdings are as of 9/30/2020 (updated quarterly). ... Fund Facts. Semi-Annual Report. Net Investment Income Estimated Distribution Ranges for December 2020 Record Date 12/14/20 Class A: $0.06- $0.10 Class C: $0.03- $0.05 Class R6: $0.08- $0.12 OUTSPOKEN. The Templeton Global Bond Fund (TGBAX) will be replaced by the Blackrock Strategic Global Bond Institutional Fund (MAWIX). Fund Prospectuses and Fact Sheets Fund Prospectuses and Fact Sheets. Statutory Prospectus. Capital Gains Information. SAI. The Morningstar Analyst Rating TM is not a credit or risk rating. Fund Inception 2/21/1950: Fund Assets (millions) As of 11/30/2020. Fact sheet 170,88 KB Commentary 217,7 KB Holdings 171,63 KB Regulatory Resources. BAGIX | A complete Baird Aggregate Bond Fund;Institutional mutual fund overview by MarketWatch. 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