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Wellesley Asset Management, Inc.

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The Miller Intermediate Bond Fund (MIFIX) is a Investment Grade bond portfolio we feel is differentiated from peers and has the potential to outperform in any interest rate environment. For more information on our Fund's performance and Morningstar rating visit our website at https://lnkd.in/ear5EEnY or contact us at [email protected]. Important Risk Information All fixed-income securities are subject to two types or risk: credit risk and interest rate risk. When the general level of interest rates goes up, the prices of most fixed-income securities go down. When the general level of interest rates goes down, the prices of most fixed-income securities go up. A portion of the Fund’s securities may be rated below investment grade. Lower rated fixed income securities are subject to greater risk of loss of income and principal than higher-rated securities. The prices of lower rated bonds are likely to be more sensitive to adverse economic changes or individual corporate developments. Investments in convertible securities subject the Fund to the risks associated with both fixed-income securities and common stocks. Exchangeable and synthetic convertible securities may be more volatile and less liquid than traditional convertible securities. In general, stock and other equity security values fluctuate, and sometimes widely fluctuate, in response to activities specific to the company as well as general market, economic and political conditions. The Fund may invest a significant amount of its assets in a particular industry, market, or sector. The value of its shares may be more susceptible to adverse changes within that market or sector than a Fund that does not focus its investments in a particular industry, market or sector. ?????????? ???? ???? ?????????????????? ?????? ???????? ???????? ?????????????? ?????? ???????????????????? ????????????????????. ?????????????????? ???????????? ?????????????????? ???????????????? ?????? ???????????????????? ????????????????????, ??????????, ?????????????? ?????? ???????????????? ???? ?????? ???????????? ???????????????????????? ???????? ????????. ???????? ?????? ?????????? ?????????????????? ?????????????????????? ?????????? ?????? ???????? ???? ?????????????????? ???? ?????? ????????????????????, ?????????? ?????? ???? ???????????????? ???? ?????????????? 781-416-4000. ?????? ???????????????????? ???????????? ???? ???????? ?????????????????? ???????????? ??????????????????. ?????? ???????????? ???????????????????????? ???????? ???????? ???? ?????????????????????? ???? ???????????????? ???????????? ????????????????????????, ??????, ???????????? ??????????/????????. ?????????????????? ?????????? ????????????????????, ??????. ?????? ???????????????? ???????????? ????????????????????????, ?????? ?????? ?????? ???????????????????? ????????????????. 202410103912323

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Wellesley Asset Management, Inc.

4,121 位关注者