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Growth

Growth funds invest in stocks that are expected to grow at a higher-than-average rate.  

Value

Value funds invest in stocks that appear to be undervalued in terms of price-to-earnings.

 

Blend

Blend funds invest in stocks that are typically a blend of both growth and value stocks.

 

Asset Allocation

Asset allocation funds invest in multiple asset classes which may help reduce portfolio volatility and help you reach your goals over the long term.

 

Global

Global funds invest in equity securities of U.S. and non-U.S. issuers in accordance with country weightings determined by the fund's investment adviser.

 

International

International funds invest in equity securities of companies located outside of the United States in accordance with country weightings determined by the fund's investment adviser.

 

Fixed Income

Income, or bond, funds have long been valued for the steady stream of income they generate.

 

Tax-Free

While there's no getting around paying taxes, tax-free funds (or municipal-bond funds) may help minimize the tax bite on your investment income.

 

Specialty

Specialty funds specialize in one particular market sector or industry, or even a specific piece of an industry.

 

Capital Preservation

Capital-preservation, or "money-market" funds seek to provide income with minimal volatility.

 

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Please consider the investment objectives, risks, charges and expenses of the fund(s) carefully before investing. The prospectus contains this and other information about the fund(s). To obtain a prospectus, contact your financial advisor or download and/or order. Please read the prospectus carefully before investing.

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