AAM/Insight Select Income Fund Class C (CPUCX)

Overview

The fund is a diverse investment entity focusing on maximizing returns through a strategic approach to bond investment. With a commitment to investing a substantial portion of its assets in a variety of bond categories, the fund leverages the expertise of its advisors and sub-advisors to navigate the complex landscapes of both domestic and international markets. The fund's strategy includes a balance of risk and opportunity by incorporating high-yield bonds within its portfolio, thereby catering to investors seeking growth through fixed-income securities.

Products and Services

• U.S. Corporate Debt Obligations

  These are bonds issued by US corporations to fund their operations, growth, or to refinance existing debts. Generally, they offer a higher yield compared to government bonds.

• Non-U.S. Corporate and Sovereign Debt Obligations

  These include bonds issued by non-US corporations and governments. This allows investors to diversify their portfolio by incorporating foreign investments which may offer different risk and return characteristics.

• Residential and Commercial Mortgage-Backed Securities (MBS)

  These are securities backed by mortgage loans. Residential MBS are secured by residential properties, while commercial MBS are backed by commercial properties. They provide a way to invest in the real estate market indirectly.

• Asset-Backed Securities (ABS)

  Similar to MBS, these securities are backed by other types of assets, like auto loans, credit card debt, or student loans. They offer an alternative way to diversify within fixed-income portfolios.

• U.S. Government Securities

  These encompass a range of debt instruments issued by the U.S. government, such as Treasury bonds, bills, and notes. They are considered low-risk investments and are backed by the full faith and credit of the United States.

• Convertible Bonds

  These are corporate bonds that investors can convert into a predetermined number of shares of the issuing company. This provides the potential for capital appreciation in addition to the regular income from the bonds.

• High Yield Bonds (Junk Bonds)

  The fund allocates up to 25% of its assets in these lower-rated fixed-income securities. Though riskier, they offer higher yields compared to investment-grade bonds and can enhance the fund's overall return potential.