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 12/8/2016
As of 9/30/2016
30 DAY SEC YIELD
As of 9/30/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
World Bond0.51%5.81%2.88%N/A3.47%0.95%0.84%0.96%0.84%
Global Real Estate4.48%11.64%12.44%N/A4.08%2.20%2.20%1.18%1.18%
Large Blend12.70%15.02%15.99%5.99%10.26%2.02%2.02%0.87%0.87%
High Yield Bond11.98%8.72%7.35%6.79%7.52%5.56%5.56%0.87%0.87%
Multisector Bond7.22%6.65%N/AN/A4.25%3.00%2.93%1.55%0.89%
High Yield Bond4.26%5.48%3.52%N/A1.82%3.36%2.96%1.75%0.66%
Short-Term Bond1.38%1.45%1.54%3.12%4.02%1.03%0.94%0.84%0.74%
Allocation-50% to 70% Equity10.43%10.18%9.23%N/A8.35%2.24%2.18%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.