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Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
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Utilizing a proprietary “Dynamic Asset Allocation” strategy to build a globally-diversified, multi-asset fund with an attractive risk/return profile
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Actively adjusting exposures to equity, fixed income, real estate-related securities, currencies, commodity-related securities and alternative investments
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Determining the relative attractiveness of various asset classes based on changing market conditions and the Investment Manager’s outlook
Portfolio Management Team
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Investment Risks to Consider
These and other risks are described in the Fund's prospectus
- Allocation risk
- Commodity-related risk
- Corporate debt obligations risk
- Credit risk
- Derivatives risk
- Dynamic asset allocation risk
- Emerging-markets risk
- Equity securities risk
- Fixed-income securities risk
- Lower-rated and unrated instruments risk
- OTC derivatives counterparty risk
- Portfolio turnover risk
- Smaller capitalization companies risk
- Sovereign debt obligations risk
- Structured investments risk