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 3/24/2017
As of 12/31/2016
30 DAY SEC YIELD
As of 12/31/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
US Funds Allocation-50% to 70% Equity4.38%4.43%8.97%6.89%9.44%1.67%1.67%0.84%0.84%
US Fund Intermediate-Term Bond0.84%2.42%2.95%5.33%6.75%2.39%2.39%0.69%0.69%
US Fund World Bond1.82%0.06%1.32%N/A2.16%1.38%1.30%0.96%0.84%
US Fund Global Real Estate2.94%3.37%10.18%N/A3.54%2.43%2.43%1.14%1.14%
US Fund Large Blend4.94%12.83%14.41%6.15%10.41%1.95%1.95%0.88%0.88%
US Fund High Yield Bond1.27%12.82%6.56%6.57%7.53%5.29%5.29%0.87%0.87%
US Fund High Yield Bond0.58%4.64%2.94%N/A1.68%2.90%1.37%1.75%0.66%
US Fund Short-Term Bond0.31%1.48%1.39%2.98%3.97%1.18%1.09%0.84%0.74%
US Funds Allocation-50% to 70% Equity1.42%10.88%8.40%N/A8.55%2.20%1.96%1.32%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.