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 5/24/2016
As of 3/31/2016
30 DAY SEC YIELD
As of 3/31/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
Multialternative0.95%-1.95%N/AN/A0.22%N/AN/A1.60%1.51%
World Bond3.22%-1.15%2.93%N/A3.20%0.41%0.39%0.96%0.91%
N/A0.00%0.00%0.00%0.99%2.38%N/AN/A0.71%0.71%
N/A0.00%0.00%0.00%1.05%2.46%N/AN/A0.69%0.69%
Multisector Bond2.42%1.43%N/AN/A1.32%3.04%1.59%1.97%0.73%
Short-Term Bond1.09%0.51%1.44%3.27%4.07%0.82%0.69%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.