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 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 Allocation5.35%6.86%N/AN/A-2.18%N/AN/A1.64%1.17%
Multialternative10.15%6.72%N/AN/A0.80%N/AN/A1.64%1.50%
World Allocation2.80%6.72%6.46%5.82%5.99%N/AN/A1.06%1.06%
World Allocation4.28%8.72%9.06%5.47%5.97%N/AN/A1.13%1.13%
World Allocation3.67%7.73%7.69%5.78%6.07%N/AN/A1.11%1.11%
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.