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 5/27/2016
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 Bond3.58%-1.15%2.93%N/A3.20%0.41%0.39%0.96%0.91%
Global Real Estate2.57%-3.55%6.18%N/A3.67%1.88%1.88%1.18%1.18%
Large Blend3.03%1.74%10.32%5.25%10.27%2.00%2.00%0.87%0.87%
High Yield Bond5.13%-1.86%4.46%6.37%7.30%5.66%5.66%0.87%0.87%
Multisector Bond3.18%-0.01%N/AN/A2.57%3.17%2.56%2.26%0.89%
Multisector Bond2.58%1.43%N/AN/A1.32%3.04%1.59%1.97%0.73%
Short-Term Bond1.11%0.51%1.44%3.27%4.07%0.82%0.69%0.84%0.74%
Allocation-50% to 70% Equity3.20%-2.70%6.32%N/A7.93%2.25%1.55%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.