*Morningstar® return percentile ranking for share class: Select, as of 3/31/12.
**Morningstar® Overall Rating for share class: Select, as of 3/31/12.
Rankings reflect risk-adjusted returns. Click here to view Morningstar® disclosures.
Income Builder Fund Brochure
A detailed look at how the Income Builder Fund can help you achieve your goals
Global Multi-Asset Group Brochure
Blending multiple assets into single investments to maximize diversification, return potential and manager flexibility
Quarterly Fact Sheet
A comprehensive review of the fund as of the previous quarter-end
Informed answers to address frequently asked Income Builder Fund questions
Two keys to a successful retirement
Investing in income producing securities and deliberately managing a portion of your portfolio to beat inflation are two strategies that can meet the key challenges of investing for a successful retirement.
Updated monthly, timely considerations for positioning the Income Builder Fund
Portfolio Discussion: Diversified sources of income
Selected slides from the GTM to help lead client conversations around looking beyond traditional sources of income
The Global Multi-Asset Group: A diverse, high-quality approach to risk management
Generating income in a rising rate environment
Search for Yield: Finding compelling equity opportunities across the U.S. borders
We can help. Speak to a financial professional now.
Income Builder Webcast Replay
Hear from Anne Lester, Portfolio Manager, Global Multi-Asset Group, and Joe Tanious, Global Market Strategist, on income opportunities in a low yield environment
Guide to the Markets
Our popular Guide to the Markets is a comprehensive quarterly overview of economic trends and contains helpful charts and statistics that you can share with your clients.
Build Your Fixed Income Strategy
Tool providing a strategic fixed income framework using both top-down and bottom-up investment approaches.
1 The Lipper rankings information is provided by Lipper Analytical Services. The Income Builder Fund (Select shares) were ranked against the following number of funds in the Lipper Global Flexible Portfolio Funds category. For the 1yr period: 61 out of 310 funds and 3yr period: 42 out of 164 funds. Past performance is no guarantee of future results. Rankings are calculated based upon the total returns (at NAV) of multiple share c lasses within their respective Lipper category. Different share classes may have different rankings.
The Fund's equity securities will decline in value based on changes in the overall market condition or changes in the company, sometimes rapidly or unpredictably. The Fund's fixed income securities are subject to interest rate risk. Bond prices generally fall when interest rates rise. Securities rated below investment grade are called "high-yield bonds," "non-investment grade bonds," "below investment-grade bonds," or "junk bonds." Although theses securities tend to provide higher yields than higher rated securities, there is a greater risk that the Fund's share price will decline. In addition, the fund may invest in derivatives. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic and market conditions than other types of investments and could result in losses that significantly exceed the fund's or the underlying Fund's original investments. The Fund invests in real estate, including Real Estate Investment Trust (REITS). These types of investments may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Real estate investments may be subject to risks including, but not limited to, declines in the value of real estate, risks related to general and economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrower. The fund invests internationally which involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.
The Lipper Global Flexible Portfolio Funds Index represents the total returns of the funds in the indicated category, as defined by Lipper, Inc. An individual cannot invest directly in an index.
The S&P 500 Index is an unmanaged index generally representative of the performance of large companies in the U.S. stock market. The performance of the index does not reflect the deduction of expenses associated with a mutual fund, such as management fees. By contrast, the performance of the Fund reflects the deduction of the mutual fund expenses, including sales charges if applicable. An individual cannot invest directly in an index.
The Barclays Capital U.S. Aggregate Index is an unmanaged index that represents securities that are SEC-registered, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.
The performance of the index does not reflect the deduction of expenses associated with a mutual fund, such as investment management fees. By contrast, the performance of the Fund reflects the deduction of the mutual fund expenses, including sales charges if applicable. An individual cannot invest directly in an index.
The manager seeks to achieve the stated objectives. There is no guarantee that the objectives will be met.