Mutual Funds & Closed End Funds

 

MUTUAL FUNDS

Babson Global Floating Rate Fund  
Primarily invests in senior-secured loans from below-investment grade companies domiciled in North America and developed European countries.
 
Babson Global Credit Income Opportunities Fund  
An unconstrained investment strategy, seeking absolute return across higher-yielding fixed income and alternative investments.
 
 
 

CLOSED END FUNDS

Babson Capital Global Short Duration High Yield Fund  (Ticker:BGH)
Invests in below investment grade bonds, loans and other income producing instruments.
 

Babson Capital Corporate Investors  (Ticker:MCI)

Invests primarily in privately placed, below-investment grade, long term corporate debt obligations with equity features.

 

Babson Capital Participation Investors  (Ticker:MPV) 

Invests primarily in privately placed, below-investment grade, long-term corporate debt obligations.

 


Risks
Investing involves risk, including possible loss of principal amount invested. Before investing you should consider carefully the Fund’s investment objectives, risks, charges and expenses. A mutual fund prospectus, which contains this and other information, can be obtained by calling 1-855-439-5459. Read the prospectus carefully before investing.

Fixed income investing is subject to interest rate risks. Bond prices and other fixed income product prices generally fall when interest rates rise. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations. The risks associated with foreign securities are magnified in countries in “emerging markets.” These countries may have relatively unstable governments and less-established market economies than developed countries. Emerging markets may face greater social, economic, regulatory and political uncertainties. These risks make emerging market securities more volatile and less liquid than securities issued in more developed countries. Securities rated below investment grade are called “high-yield bonds,” “non-investment grade bonds,” “below investment-grade bonds,” or “junk bonds.” They generally are rated in the fifth or lower rating categories of Standard & Poor’s and Moody’s Investors Service. Although these securities tend to provide higher yields than higher rated securities, there is a greater risk that the Fund’s share price will decline.

ALPS Distributors, Inc. is the distributor for the Babson Capital mutual funds. Shares of the funds will be offered by Babson Capital Securities, LLC, an affiliated broker dealer of Babson Capital Management, LLC. ALPS and Babson Capital Management are separate and unaffiliated. ALPS is not responsible for non-mutual fund content.

Babson Capital Global Short Duration High Yield Fund, Babson Capital Corporate Investors, and Babson Capital Participation Investors are closed-end funds and closed-end funds do not continuously issue shares for sale as open-end mutual funds do. Since the initial public offering, the Funds now trade in the secondary market. Investors wishing to buy or sell shares need to place orders through an intermediary or broker. The share price of a closed-end fund is based on the market's value. Babson Capital Corporate Investors and Babson Capital Participation Investors investment objectives are fundamental and may not be changed without the vote of the Fund's shareholders.