Mutual Funds

FACT SHEETS & COMMENTARIES

Our most recent quarterly fund fact sheets and commentaries are available below. Each fact sheet contains detailed fund information in a printable PDF. To download a fact sheet or commentary, click the icon in the appropriate class next to a fund.

• Equity
• Fixed Income
• Global
• Alternatives
• Multi-Asset

Equity

Equity Funds Fact Sheet Class I/Y/R Commentary Global Allocation Fund Global Growth Fund Growth Fund Small Cap Growth Fund Small Cap Value Fund Small/Mid Cap Growth Fund

Fixed

Fixed Income Funds Fact Sheet Class I/Y/R Commentary Bond Fund Core Plus Bond Fund Fixed Income Fund Global Bond Fund High Income Fund Inflation Protected Securities Fund Institutional High Income Fund Intermediate Duration Bond Fund Investment Grade Bond Fund Investment Grade Fixed Income Fund Limited Term Government and Agency Fund Senior Floating Rate and Fixed Income Fund Strategic Alpha Fund Strategic Income Fund

Global

Global Funds Fact Sheet Class I/Y/R Commentary Global Allocation Fund Global Bond Fund Global Growth Fund

Alternatives

Alternatives Fact Sheet Class I/Y/R Commentary Strategic Alpha Fund

Multi

Alternatives Fact Sheet Class I/Y/R Commentary Global Allocation Fund Multi-Asset Income Fund