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 3/24/2017
As of 12/31/2016
30 DAY SEC YIELD
As of 12/31/2016
EXPENSE RATIO
MY FUNDS LISTFACT SHEET
YTD1 YR5 YR10 YRSINCE
INCEPTION
WITH WAIVERSWITHOUT WAIVERSGROSSNET
Featured Funds
US Fund World Allocation4.10%5.33%N/AN/A-0.84%N/AN/A1.64%1.17%
US Funds Allocation-50% to 70% Equity4.38%4.43%8.97%6.89%9.44%1.67%1.67%0.84%0.84%
US Fund Multialternative0.30%9.00%N/AN/A1.22%N/AN/A1.64%1.50%
US Fund World Allocation3.36%2.33%5.03%5.05%5.58%N/AN/A1.06%1.06%
US Fund World Allocation5.18%3.48%7.45%4.50%5.70%N/AN/A1.13%1.13%
US Fund World Allocation4.29%2.97%6.18%4.94%5.75%N/AN/A1.11%1.11%
US Funds Allocation-50% to 70% Equity1.42%10.88%8.40%N/A8.55%2.20%1.96%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.