Multi-Asset Diversification Funds

Investors need more than a diverse set of portfolio holdings; they need holdings with diversified responses to market events. We combine expertise across our five distinct investment groups to create a range of differentiated, multi-asset products that have the ability to defensively position ahead of market volatility.

CLIENT GOALS

SHARE CLASS

VIEW TABLE
COMPAREFUNDMORNINGSTAR CATEGORY
As of 7/26/2016
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 Allocation3.10%-1.72%N/AN/A-4.67%N/AN/A1.43%1.13%
Multialternative6.66%0.72%N/AN/A0.37%N/AN/A1.60%1.51%
World Allocation4.50%0.51%4.73%6.00%5.94%N/AN/A1.04%1.04%
World Allocation3.88%-2.94%4.95%5.53%5.77%N/AN/A1.12%1.12%
World Allocation4.17%-1.23%4.80%5.89%5.96%N/AN/A1.10%1.10%
Allocation-50% to 70% Equity6.62%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.