WB Capital Limited Term Bond
1415 28th Street Suite 200 West Des Moines IA 50266
Map
Phone: 800-438-6375
| Category: | Short-Term Bond | | Fund Family: | WB Capital | | Net Assets: | 24.78M | | Year-to-Date Return: | 0.37% | | Yield: | 3.99% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jun-95 |
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Jeff D. Lorenzen
Lead Manager since
01-Feb-98 | | | Lorenzen is a president of IMG and has served as chief investment officer since 2003, his employer since 1992. He is also a member of IMGs Investment Policy Committee. Prior to his current position, Lorenzen spent three years with The Statesman Group as a securities analyst and corporate fixed-income analyst. Lorenzen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return from a portfolio of limited-term fixed-income securities. The fund invests primarily in a diversified portfolio of fixed-income securities, including corporate debt securities, U.S. government securities, and mortgage-related securities. It normally invests more than 65% of net assets in fixed-income securities rated within the three highest rating categories or, if unrated, of comparable quality. The fund expects to maintain a dollar-weighted average portfolio maturity of 1 to 4 years. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 106.22% |
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| Expense | AFTRX | Category
Avg | | Total Expense Ratio: | 0.78%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$331 | $420 | | 5 Yr Expense Projection*: |
$574 | $674 | | 10 Yr Expense Projection*: |
$1,271 | $1,391 |
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1.83% Nasdaq 0.00%
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