Model Portfolios for a range of outcomes

For more information on any of our funds, contact your financial advisor or download a prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus  contains this and other information. Please read the prospectus carefully before investing or sending money. 

WHAT ARE THE RISKS?  

While an asset allocation plan can be a valuable tool to help reduce overall volatility, all investments involve risks, including possible loss of principal. These models include funds and exchange traded funds or “ETFs”, which engage in a variety of investment strategies involving certain risks. Therefore, the models are subject to those same risks. In addition, investors will bear the fees and expenses of the underlying funds included in the models. Alternatives investing involves special risks, such as potential illiquidity, and may not be suitable for all investors.   

The investment allocations within each model may not achieve the stated objectives. Asset allocation and diversification do not ensure a profit or protect against loss. Model allocation strategies are not designed to maximize return or predict the highest-performing fund or group of funds within each class in the model.   

This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.  

Composition of the models may change without notice. There can be no assurance that any or all of the funds included in any model will be available for investment and investment in any fund that appears in a model is subject to satisfaction of eligibility and applicable account opening requirements, for which we take no responsibility. The views, strategies or funds described may not be suitable for all investors or available for investment to all investors.