Fixed Income Strategy

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

Sample Asset Mix††
60% Short-Term Bonds
20% Intermediate-Term Bonds
20% Long-Term Bonds
 Short-Term Bonds†
 Intermediate-Term Bonds†
 Long-Term Bonds†
 
+Bond funds can include short-, intermediate- and long-term funds. Investments within each investment approach change from time to time.

++Representative mix for illustrative purposes.