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Short and Ultrashort Bond Funds Arbitration

Fixed-income and bond strategies used to be considered the “conservative’s conservative” investment. But that was all before Wall Street introduced a toxic mix of products and securities that introduced highly speculative, illiquid assets to this normally calm market for investors.

Investors have suffered the brunt of losses from short and ultra short bond funds that were allegedly marketed as conservative but were anything but. Masking themselves as “cash equivalents,” because fund managers invest in only short term bonds, investors have experienced large losses and filed claims with Zamansky LLC to recover losses due to the fraudulent sale of these funds.

While some of the blame lies with rating agencies that gave coveted AAA ratings to many bonds tied to subprime and Alt-A mortgages, brokers and investment advisors have a fiduciary responsibility to only recommend investments that are suitable to their clients’ risk profile. Investments in short and ultrashort bond funds likely were not suitable for a great many of the investors who ended up purchasing them.

Among the short and ultrashort bond funds Zamansky LLC is investigating are:

  • Fidelity Ultra-Short Bond Fund (FUSFX)
  • Evergreen Ultra Short Opportunities Fund (EUBAX)
  • Van Kampan Limited Duration Fund (ACFMX)
  • UBS Absolute Return Bond Fund (BNRAX)
  • Morgan Stanley Institutional Fund Trust (MPLDX)
  • Metropolitan West Strategic Income Fund (MWSTX)
  • Principal Investors Fund Inc (USBIX)
  • Charles Schwab Plus Select (SWYSX)
  • Charles Schwab Yield Plus Fund (SWYPX)

Zamansky LLC offers free consultation to the investors in the funds and all potential victims of securities related matters.

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“Jake Zamasky and his colleagues represented me in a FINRA arbitration case against a large multinational bank and succeeded in obtaining an award for the full amount of my investment losses. I would highly recommend the Zamansky firm for their experience in securities litigation, their level of detailed research and case preparation, and their ability to effectively fight for what’s right.”

Richard R.

“Throughout my entire case, Jake Zamansky was incredibly responsive and spent time walking me through each step of the process. He is professional and worked with my challenging schedule, even meeting with me nights and on weekends. He knew exactly which turn to take when it came to my case and yet was respectful of any decisions I wanted to make resulting in a positive outcome.”

Donald A.

“Jake Zamansky and his firm represented me in a FINRA arbitration case to recover investment losses. Jake and his team were very professional and worked very hard preparing for trial and then reaching a substantial settlement of our case. I would highly recommend them.”

William E.

“Jake Zamansky represented me in a FINRA arbitration case which allowed me to recover a substantial portion of investment losses. He is truly an expert in this space and I would highly recommend him to those investors who may have been been a victim of investment fraud.”

Chris K.

“Jake and his team did a great job communicating with me throughout the process of my lawsuit. I would recommend him to anyone looking to sue UBS for unethical practices.”

Mike A.
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