Fixed income menus used to be simple: just add a core bond fund for conservative investors at or near retirement, or as a diversifier for do-it-yourself participants. In today’s changing fixed income environment, menu options demand a global perspective and a new focus on risk.
Seeks to maximize risk-adjusted total return by investing in a range of fixed income sectors.
A flexible, core bond alternative built to adapt to changing bond markets.
Prudently balances risk and return while seeking income opportunities.
Designed for pre-retirees 55 and older who would like to plan for retirement income.