Artio Total Return Bond A
Artio Global Investment Funds330 Madison AvenueMilwaukee, WI 53202
Map
Phone: 800-387-6977
| Category: | Intermediate-Term Bond | | Fund Family: | Artio Global | | Net Assets: | 2.03B | | Year-to-Date Return: | -0.16% | | Yield: | 2.25% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 30, 1992 |
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Donald Quigley
Lead Manager since Aug 9, 2001 | | | Donald Quigley, CFA
Head of Total Return Bond Strategy, Artio Global Management, 2001-Present
Portfolio Manager â US Fixed Income, Chase Asset Management, 1993-2001
US Fixed Income Trader, Met Life Insurance Company, 1987-1993
MBA, Finance, Fordham University
BS, Finance, Boston University |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 100 | | Min Initial Investment, AIP: | 1,000 | | Min Subsequent Investment: | 1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks total return.
The fund normally invests in investment grade fixed income securities rated at the time of purchase "Baa3" or better by Moody's Investors Service, Inc. ("Moody's") or "BBB-" or better by Standard & Poor's Rating Service ("S&P") or a comparable investment grade rating by a nationally recognized statistical rating organization. It will invest at least 80% of its net assets (including fixed income related futures, options, swaps and other instruments as well as borrowings for investment purposes) in investment grade bonds (i.e., fixed income securities). |
| Last Dividend
(Apr 28, 2013)
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| 0.03 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 236.00% | | Average for Category: | 167.72% |
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| Expense | BJBGX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.69% | 0.89% | | Prospectus Net Expense Ratio: | 0.69% | N/A | | Prospectus Gross Expense Ratio: | 0.69% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 4.08% | | Max Deferred Sales Load:
| N/A | 2.32% | | 3 Yr Expense Projection*: | 221 | 430 | | 5 Yr Expense Projection*: | 384 | 664 | | 10 Yr Expense Projection*: | 859 | 1,321 |
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0.06(0.43%) May 17