Asset Allocation Funds
These funds are all about long-term growth. They are designed to help you grow and accumulate assets based on your risk tolerance. And as your needs change, you can easily shift between these funds.
Diversification
These funds are made up of stocks and bonds from different sectors, different regions and different styles. All together in a single fund, helping to reduce risk but not eliminate it.
Sophisticated investments made simple
Our experienced investment managers build allocations and look for the right opportunities to help the portfolio stay consistent with its objectives.
Understanding Asset Allocation
Our short Asset Allocation Funds: Sophisticated Simplicity video explains how the diversification provided by our Asset Allocation funds may be right for you depending on your goals and risk tolerance.
What’s your style?
If you're not certain where you land on the risk tolerance spectrum, take our simple online quiz to help you determine your investing style.
Pursues long-term growth by investing predominantly in stocks
Pursues long-term growth by investing mostly in stocks, but with a portion in bonds
Pursues long-term growth by investing in a balanced mix of stocks and bonds
Pursues long-term growth by investing mostly in bonds, but with a portion in stocks