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 5/27/2016
As of 3/31/2016
30 DAY SEC YIELD
As of 3/31/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
World Allocation1.60%N/AN/AN/A-5.06%N/AN/A1.43%1.13%
Multialternative1.59%-1.95%N/AN/A0.22%N/AN/A1.60%1.51%
World Allocation2.12%-2.56%4.60%5.71%5.94%N/AN/A1.04%1.04%
World Allocation0.95%-4.71%4.58%5.18%5.81%N/AN/A1.12%1.12%
World Allocation1.42%-3.57%4.54%5.57%5.99%N/AN/A1.10%1.10%
Allocation-50% to 70% Equity3.20%-2.70%6.32%N/A7.93%2.25%1.55%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.