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 2/10/2016
As of 12/31/2015
30 DAY SEC YIELD
As of 12/31/2015
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
World Bond1.61%-4.34%2.59%N/A2.59%1.14%1.06%0.96%0.91%
Global Real Estate-12.80%-2.06%6.33%N/A3.57%2.16%2.16%1.18%1.18%
Large Blend-7.64%1.38%11.33%5.67%10.31%2.35%2.35%0.87%0.87%
Multisector Bond-1.31%1.64%N/AN/A2.16%3.88%3.49%2.26%0.89%
Multisector Bond-0.36%1.71%N/AN/A1.05%3.83%3.09%1.97%0.73%
Short-Term Bond0.45%0.19%1.37%3.26%4.07%1.22%1.12%0.84%0.74%
Moderate Allocation-5.30%-2.47%6.93%N/A8.13%2.61%2.42%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.