Diversified Income Strategy

Suitable for: Conservative investors whose primary goal is to receive investment income and who seek to avoid volatility. These investors may include:
  • Investors requiring a steady level of income
  • Investors who are uncomfortable with stock-related volatility
Portfolio Goal: Seeks to achieve total investment return primarily through production of income, with capital appreciation as a secondary objective.

Portfolio Components
Asset Class Ranges*
  • Large-Cap Stocks 3% to 20%
  • Mid-Cap Stocks 1% to 7%
  • Small-Cap Stocks 1% to 6%
  • International Stocks** 1% to 7%
  • Bonds† 70% to 100%
Sample Asset Mix††
80% Bonds
20% Stocks
 Large-Cap Stocks
 Mid-Cap Stocks
 Small-Cap Stocks
 International Stocks**
 Bonds†
 
*Reflects a sample asset mix of portfolio investments pursuant to each investment approach. Actual asset allocations, as well as component investments within each investment approach, change from time to time.

+Bond funds can include short-, intermediate-term and mortgage-backed funds. Investments within each investment approach change from time to time.

**Foreign investing involves special risks due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards. Small-cap stocks are less liquid and more volatile than large-cap stocks.

++Representative mix for illustrative purposes.