Capital Preservation Funds

Retirees and those approaching retirement have limited time to recoup losses. As investors’ priorities change, preserving their hard-earned money becomes critical. Our bottom-up, fundamentally driven investment process focuses on delivering risk-managed solutions that seek to not only preserve capital but also achieve a reasonable rate of return.

CLIENT GOALS

SHARE CLASS

VIEW TABLE
COMPAREFUNDMORNINGSTAR CATEGORY
As of 2/9/2016
As of 12/31/2015
30 DAY SEC YIELD
As of 12/31/2015
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
Multialternative2.75%-5.28%N/AN/A-1.24%N/AN/A1.60%1.51%
World Bond1.18%-4.34%2.59%N/A2.59%1.14%1.06%0.96%0.91%
N/A0.00%0.00%0.00%1.09%2.41%N/AN/A0.71%0.71%
N/A0.00%0.00%0.00%1.15%2.49%N/AN/A0.69%0.69%
Multisector Bond-0.59%1.71%N/AN/A1.05%3.83%3.09%1.97%0.73%
Short-Term Bond0.45%0.19%1.37%3.26%4.07%1.22%1.12%0.84%0.74%

Returns quoted are past performance and do not guarantee future results; current performance may be lower or higher. Investment returns and principal value will vary; there may be a gain or loss when shares are sold.

Click a fund name for additional important information including objectives, risks, performance history and expense detail.