A Fixed Income Playbook for the Road Ahead

Three fixed income investing strategies to help lead clients through uncertain times.

A Fixed Income Playbook for the Road Ahead

Three fixed income investing strategies to help lead clients through uncertain times.

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Playbook for a Shifting Economic Landscape

Optimize your investment approach with expert insights for 2022.

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Insights to prepare you for what's ahead

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Offer clients yield potential beyond traditional money market funds

Ultra Short-Term Bond ETF

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Strategies backed by strong long-term performance

Floating Rate Fund

Investor Class PRFRX

Invests primarily in institutional floating-rate bank loans and other floating-rate debt securities with below investment-grade credit ratings. Broadly diversified across 125–150 credit facilities, with strict exposure limits to manage risk.   View More...

Morningstar (Category)

Bank Loan

Data as of 10/31/2021

Fund Manager Tenure

10yrs

Data as of 10/31/2021

Morningstar
(Overall Rating)

  (226 funds)

Data as of 10/31/2021

Net Assets (USD)

$3.8b

Data as of 10/31/2021

Morningstar Ratings™ are based on risk-adjusted returns. Click on "Overall Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings™.

Total Return Fund

Investor Class PTTFX

Invests in a diversified portfolio of bonds and other debt instruments. The fund has considerable flexibility in seeking strong returns and its portfolio is constructed with a goal of being able to respond to a wide variety of market conditions.  View More...

Morningstar (Category)

Intermediate Core-Plus Bond

Data as of 10/31/2021

Fund Manager Tenure

5yrs

Data as of 10/31/2021

Morningstar
(Overall Rating)

  (570 funds)

Data as of 10/31/2021

Net Assets (USD)

$646.1m

Data as of 10/31/2021

Morningstar Ratings™ are based on risk-adjusted returns. Click on "Overall Rating" for the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings™.

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Consider the investment objectives, risks, and charges and expenses carefully before investing. For a prospectus or, if available, a summary prospectus containing this and other information, call 1-800-564-6958 or select the Prospectus link within an ETF fund details page. Read it carefully.

Past performance cannot guarantee future results. All investments are subject to market risk, including the possible loss of principal.  Please visit a fund's profile page for additional information on its performance, investment objective, strategies, and risks. 

ETFs are bought and sold at market prices, not NAV. Investors generally incur the cost of the spread between the prices at which shares are bought and sold. Buying and selling shares may result in brokerage commissions which will reduce returns.

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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