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 2/9/2016
As of 12/31/2015
30 DAY SEC YIELD
As of 12/31/2015
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
World Allocation-5.13%N/AN/AN/A-6.27%N/AN/A1.43%1.13%
Multialternative2.75%-5.28%N/AN/A-1.24%N/AN/A1.60%1.51%
World Allocation-3.82%-2.25%4.84%5.91%5.91%N/AN/A1.04%1.04%
World Allocation-8.40%-2.13%5.29%5.93%5.93%N/AN/A1.12%1.12%
World Allocation-6.01%-2.24%5.01%6.03%6.03%N/AN/A1.10%1.10%
Moderate Allocation-5.20%-2.47%6.93%N/A8.13%2.61%2.42%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.