GW&K Enhanced Core Bond ESG Fund  (MFDCX)

Fund Notice:

After the close of business on May 31, 2019 Class C shares closed to all investors and are no longer available for purchase or exchange. At closure time outstanding Class C shares converted to Class N shares. Please see the Summary Prospectus for details.ent for details.

Fund Overview

Fund Overview

Share Class

C

NAV | as of 05/31/2019

$9.85
+$0.04 (+0.41%)

Morningstar | Style Box

L M E H M L

Objective

The Fund seeks to generate income and capital appreciation by primarily investing in a diversified portfolio of fixed income securities.

Why Consider

  • Provides investors with exposure to a diversified portfolio of fixed income securities
  • Invests in companies that GW&K believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • The Fund employs a multi-sector approach designed to take advantage of the relative valuations among distinct bond sectors and provide greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments

Documents

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Mary F. Kane, CFA

Mary F. Kane, CFA

Partner and Portfolio Manager

See Our Approach Read Bio

Performance

Distributions & Pricing


    • Calendar Year Distributions

Risk & Return Stats

As of: 04/30/2019

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Portfolio & Holdings

Portfolio & Holdings

Investment Approach

Investment Approach

GW&K Enhanced Core Bond ESG Fund

GW&K believes that a multi-sector approach takes advantage of the relative valuations among distinct bond sectors and provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. The Fund invests in a diversified portfolio of fixed income securities. When deciding which securities to buy or sell, typically, GW&K:

  • Incorporates ESG factors among many other fundamental, technical and valuation factors
  • Seeks companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers
  • Seeks to identify companies that are undervalued due to temporary or discrete events
  • Identifies companies that it believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • Uses top-down research that focuses on managing: duration, yield curve, credit quality, volatility and liquidity
  • Uses bottom-up research that focuses on: fundamental analysis, valuation analysis and technical analysis

The Rising Tide of ESG Investing

 
ESG investing, once considered an outlier, has moved to a mainstay of the investment management industry.
Read Blog

Equity Style Analysis: Growth vs. Value

 
Recent equity growth style outperformance may be testing the resolve many investors have to remain diversified. Although it is nearly impossible to predict when and to what extent these performance and valuation trends will reverse themselves, historically they have. Rather than try to predict future trends, investors should consider remaining diversified over the long term.
Read Full Perspective

About

About GW&K Investment Management

Background

GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality and maintaining a long-term view still guide its investment process today.

Learn More

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Founded

1974


Headquarters

Boston, MA


Affiliate Since

2008

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