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PH&N Total Return Bond Fund - Series D

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  • Apr 13th, 2016 10:56 am
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Oct 14, 2015
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PH&N Total Return Bond Fund - Series D

I was looking through PH&N's Model Portfolios for any clues as to any changes I might make to my holdings.

In the conservative portfolio, the Total Return Bond Fund is shown as 32%, the highest allocation.
https://www2.phn.com/public/ModelPortfo ... nservative

Out of interest I compared the fund to PH&N Balanced Fund, and am quite surprised to see that since July 2000,
the bond fund has handsomely outperformed the balanced fund, with a lot less volatility.

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PH&N Total Return Bond Fund - D RBF1340 mer 0.58% inception July 2000
PH&N Balanced Fund - D          RBF1350 mer 0.88% inception Sep 1991
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