Fund Information: Commentary
- Economic Outlook
- Product Strategies
- Investment Concepts
- Enhanced Fact Sheets
New! Why Bank Loans Alone May Not Be the Best Solution for Interest Rate Risk
Bank loan funds continue to receive a lot of attention in the marketplace from investors seeking protection against rising interest rates. Learn about the risks and benefits of bank loans, and how to incorporate them using a diversified approach to an income-oriented portfolio.
Preferred Securities: Technical Factors Create Investment Opportunity
Learn how legislative changes such as the Dodd-Frank Act, the Basel-3 proposals, and changes to how Moody's rates preferred securities could provide an opportunity for attractive and stable returns over the next two to five years.
New! White Paper: Growing Dividends: The Opportunity in Equity Income Strategies
Investors are faced with difficult challenges and risks in finding yield in the market today. The ability of dividend-producing stocks to provide both income and the potential for capital appreciation could be found in the equity income category.
Opportunities in Small- and Mid-Cap Equities: Why Dividends Can Make a Difference
The markets are increasingly volatile; yields on many fixed-income securities are near all-time lows. In this unpredictable environment, investors need every edge they can get; that's why dividend strategies are attracting more attention.
White Paper: Alternative Income Strategies — Why Diversification Matters
An investor's satisfaction with his or her financial plan in retirement is highly influenced by the overall available rate of spending and the consistency of that rate over time, heightening the need for effective income-producing strategies.
White Paper: The Significant Role of Real Assets within a Diversified Investment Portfolio
Investors today face a foe that has been written off for the past 30-40 years. The risk of inflation, in addition to the more familiar risks of longevity and down market cycles, could soon be threatening to rise to nearly unprecedented levels.
Striving to Manage Left-Tail Risk Using Alternative Strategies
Explore how alternative strategies can provide diversification benefits to investor portfolios — which have historically reduced a portfolio's volatility, while improving its efficiency and resiliency to unpredictable and extreme negative events.
|(PDF: 234 KB)||(PDF: 287 KB)||(PDF: 1.56 MB)||(PDF: 191 KB)||(PDF: 172 KB)|
|Global Real Estate Securities Fund||MidCap Fund|
|(PDF: 244 KB)||(PDF: 547 KB)||(PDF: 199 KB)|
|SmallCap Blend Fund||Small-MidCap Dividend Income Fund|
|(PDF: 205 KB)||(PDF: 197 KB)||(PDF: 343 KB)||(PDF: 239 KB)|
|California Municipal Fund||High Yield Fund||Opportunistic Municipal Fund||Preferred Securities Fund|
|(PDF: 259 KB)||(PDF: 312 KB)||(PDF: 425 KB)|
|Diversified Real Asset Fund||Global Diversified Income Fund||Global Multi-Strategy Fund|
To obtain a prospectus, download online or call Customer Service at 1.800.222.5852
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Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency