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 12/7/2016
As of 9/30/2016
30 DAY SEC YIELD
As of 9/30/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
Multialternative9.62%6.72%N/AN/A0.80%N/AN/A1.64%1.50%
World Bond1.04%5.81%2.88%N/A3.47%0.95%0.84%0.96%0.84%
N/AN/A0.00%0.00%0.76%2.33%N/AN/A0.70%0.70%
N/AN/A0.00%0.00%0.82%2.40%N/AN/A0.68%0.68%
High Yield Bond4.25%5.48%3.52%N/A1.82%3.36%2.96%1.75%0.66%
Short-Term Bond1.38%1.45%1.54%3.12%4.02%1.03%0.94%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.