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SIIDX Bernstein Intermediate Duration Instl

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Fund SIIDX Bernstein Intermediate Duration Instl
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Annual Fees
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 6.21%
3 YR 4.66%
5 YR 3.56%
10 YR 5.14%
The investment seeks to provide safety of principal and a moderate to high rate of current income. The fund seeks to maintain an average portfolio quality minimum of A, based on ratings given to the Portfolio's securities by national rating agencies. It may invest up to 25% of its total assets in fixed-income, non-U.S. Dollar denominated foreign securities, and may invest without limit in fixed-income, U.S. Dollar denominated foreign securities, in each case in developed or emerging-market countries. The fund seeks to maintain an effective duration of three to six years under normal market conditions.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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