As of 12-31-2016


  • Pursues a high level of current income.
  • Invests in a strategic mix of bond sectors: U.S. high yield, U.S. high quality (government, asset-backed and corporate) and international (emerging and developed). Tactical allocation to levered company equities.
  • Focuses on sectors management believes will benefit from anticipated changes in economic and market conditions.
  • Serves as a core, multisector bond holding with an emphasis on credit.

Key Investment Team


Symbol   STIAX
Fund Number(s)   381
Newspaper Listing   StrIncA
CUSIP   31417P502
Benchmark 1   Bloomberg Barclays U.S. Aggregate Bond Index
Benchmark 2   35% Bloomberg Barclays U.S. Mortgage-Backed Securities Index/40% Bloomberg Barclays U.S. Corporate High Yield 2% Issuer Capped Index/25% Bloomberg Barclays Emerging Markets USD Aggregate Index
Performance Inception Date   05-04-1994
Fiscal Year-End   11-30

Morningstar Ratings™

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    Funds in Category
Overall 213
3 Year 213
5 Year 175
10 Year 92
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Multisector Bond