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 7/29/2016
As of 6/30/2016
30 DAY SEC YIELD
As of 6/30/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
Multialternative6.98%0.72%N/AN/A0.37%N/AN/A1.60%1.51%
World Bond7.20%4.59%2.76%N/A3.42%0.96%0.94%0.96%0.91%
N/AN/A0.00%0.00%0.88%2.35%N/AN/A0.71%0.71%
N/AN/A0.00%0.00%0.94%2.43%N/AN/A0.69%0.69%
Multisector Bond4.28%2.85%1.69%N/A1.55%3.11%2.86%1.97%0.73%
Short-Term Bond1.96%1.46%1.45%3.30%4.07%0.78%0.68%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.