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

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COMPAREFUNDMORNINGSTAR CATEGORY
As of 7/28/2016
As of 6/30/2016
30 DAY SEC YIELD
As of 6/30/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
World Bond6.22%4.59%2.76%N/A3.42%0.96%0.94%0.96%0.91%
Global Real Estate8.55%2.02%6.90%N/A3.90%1.56%1.56%1.18%1.18%
Large Blend7.03%5.24%10.52%5.94%10.27%2.03%2.03%0.87%0.87%
High Yield Bond8.08%0.94%5.03%6.70%7.38%5.73%5.73%0.87%0.87%
Multisector Bond5.66%3.21%N/AN/A3.50%3.01%2.85%2.26%0.89%
Multisector Bond4.25%2.85%1.69%N/A1.55%3.11%2.86%1.97%0.73%
Short-Term Bond1.61%1.46%1.45%3.30%4.07%0.78%0.68%0.84%0.74%
Allocation-50% to 70% Equity6.52%1.26%6.70%N/A8.08%2.36%1.36%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.