Income Funds

Investors seeking a steady stream of income need to consider total return and be aware of the risks associated with higher yields. We offer a range of income solutions from equity to fixed income strategies that rigorously analyze risks, yield and risk-adjusted total return opportunities.

CLIENT GOALS

SHARE CLASS

VIEW TABLE
COMPAREFUNDMORNINGSTAR CATEGORY
As of 5/5/2016
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
World Bond4.63%-1.15%2.93%N/A3.20%0.69%0.66%0.96%0.91%
Global Real Estate2.18%-3.55%6.18%N/A3.67%1.78%1.78%1.18%1.18%
Large Blend1.23%1.74%10.32%5.25%10.27%2.05%2.05%0.87%0.87%
High Yield Bond4.12%-1.86%4.46%6.37%7.30%6.03%6.03%0.87%0.87%
Multisector Bond2.66%-0.01%N/AN/A2.57%3.29%2.52%2.26%0.89%
Multisector Bond2.36%1.43%N/AN/A1.32%3.09%1.06%1.97%0.73%
Short-Term Bond1.37%0.51%1.44%3.27%4.07%0.97%0.87%0.84%0.74%
Allocation-50% to 70% Equity1.30%-2.70%6.32%N/A7.93%2.30%1.89%1.39%0.93%

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.