Tools & Resources▼
|Share Classes||Product Type||Asset Class||Category|
|B C F IS R||Mutual Fund||Balanced/Hybrid||Conservative Allocation|
A Strategic Mix of Dividend-Paying Stocks and Income-Producing Bonds
The combined equity and bond portfolio provides low correlation and seeks to cushion the portfolio’s volatility.
Pursues More Income with Less Risk
The fund pursues high current income relative to the broad market while managing risk through its diversification across asset classes, sectors and individual securities. Its strategic, actively managed selection of dividend-paying stocks and allocation to multiple bond sectors seeks to generate higher yields while smoothing out the impact of market swings.
Upside Participation, Lower Downside Risk
The fund’s unique combination of stocks and bonds seeks to: