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Bond Fund
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The PNC Bond Fund is managed through a team-driven, top-down process utilizing active sector rotation, duration and yield curve management, with extensive credit research and portfolio analysis to mitigate risk. The Fund seeks to provide current income, as well as preservation of capital by investing in a diversified portfolio of investment-grade fixed income securities, including U.S. government, corporate, mortgage-backed and asset-backed securities. The dollar-weighted average maturity of the Fund is expected to remain within four to twelve years. The Fund's duration (its sensitivity to interest rate changes) is managed to plus/minus 20% maximum relative to its benchmark index, the Barclays U.S. Aggregate Bond Index.
Investment Risk
An investment in the Fund is subject to interest rate risk, which is the possibility that a Fund's yield will decline due to falling interest rates and the potential for bond prices to fall as interest rates rise. High yielding, non investment grade bonds present a greater risk of loss to principal and interest than investment grade securities. The value of debt securities may be affected by the ability of issuers to make principal and interest payments and even the possibility that the issuer will default completely. Although U.S. government securities are considered to be among the safest investments, they are not guaranteed against price movements due to changing interest rates. The Fund may invest a portion of its assets in derivatives. Derivative instruments include options, futures and options on futures. A small investment in derivatives could have a potentially large impact on the Fund’s performance. The Fund may be unable to terminate or sell a derivatives position. Derivative counterparties may suffer financial difficulties and may not fulfill their contractual obligations.
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Portfolio Management
Andrew D. Harding
Managing Director, Chief Investment Officer/Fixed Income
Mark A. Lozina, CFA
Senior Portfolio Manager
Timothy D. Compan, Jr., CFA
Senior Portfolio Manager
Sean T. Rhoderick, CFA
Senior Portfolio Manager
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