For more than 80 years, we've offered investors like you a variety of investment solutions driven by independent thinking and rigorous research.
Provide long-term growth potential
Access to companies across the globe
A range of funds—including domestic, international, and sector specific
Need the growth potential of stocks to achieve long-term goals
Can withstand price volatility
Stock prices fluctuate widely with market and company conditions, so stock funds are most appropriate for investors with long time horizons.
Provide regular income
Offer access to bonds issued in the United States and around the world
A broad range of funds investing in U.S. Treasury, high yield, municipal, or international bonds
Want an investment that generates income
Can tolerate price fluctuations
May be in a higher tax bracket, seeking tax-free income
May want to reduce the volatility of a stock-heavy portfolio
Fixed-income securities are subject to credit risk, liquidity risk, call risk, and interest-rate risk. As interest rates rise, bond prices generally fall.
Money Market Funds
Lowest-risk mutual fund investment
Strive for preservation of capital
A range of taxable and tax-free funds
Have short-term investment goals
Prefer price stability over return potential
Want easy access to savings
Although the funds seek to preserve the value of your investment at $1.00 per share, they cannot guarantee they will do so*.
For the 10-year period ended December 31, 2019, over 75% of our funds with a 10-year track record outperformed their 10-year Lipper average.**
Call an Investment Specialist at 866-264-5579