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 4/27/2017
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 Fund World Allocation6.15%8.90%N/AN/A1.90%N/AN/A1.64%1.17%
US Funds Allocation-50% to 70% Equity6.54%10.54%8.05%7.23%9.55%1.75%1.75%0.84%0.84%
US Fund Multialternative1.70%4.47%N/AN/A1.20%N/AN/A1.64%1.50%
US Fund World Allocation5.04%4.17%4.51%5.19%5.78%N/AN/A1.06%1.06%
US Fund World Allocation7.69%9.06%6.41%4.82%6.09%N/AN/A1.13%1.13%
US Fund World Allocation6.43%6.66%5.42%5.19%6.05%N/AN/A1.11%1.11%
US Funds Allocation-50% to 70% Equity2.75%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.