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 4/28/2017
As of 3/31/2017
30 DAY SEC YIELD
As of 3/31/2017
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
US Funds Allocation-50% to 70% Equity6.30%10.54%8.05%7.23%9.55%1.75%1.75%0.84%0.84%
US Fund Intermediate-Term Bond1.82%1.22%2.73%5.28%6.72%2.50%2.50%0.69%0.69%
US Fund World Bond2.58%-2.02%1.25%N/A2.34%1.73%1.61%0.96%0.84%
US Fund Global Real Estate6.32%5.77%7.79%N/A3.89%2.29%2.29%1.14%1.14%
US Fund Large Blend6.33%16.96%12.45%6.62%10.53%1.91%1.91%0.88%0.88%
US Fund High Yield Bond3.16%12.50%5.84%6.54%7.54%5.55%5.55%0.87%0.87%
US Fund High Yield Bond1.45%4.02%2.04%N/A1.77%2.99%1.31%1.75%0.66%
US Fund Short-Term Bond0.80%0.89%1.09%2.87%3.94%1.31%1.20%0.84%0.74%
US Funds Allocation-50% to 70% Equity2.49%12.21%7.68%N/A8.56%2.33%1.93%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.