Guiding your life’s biggest financial moments

Single decision fund

You don’t want to build a portfolio? Then use one of those professionally managed funds that hold a diverse mix of stocks and bonds.

Custom backgrounds

Supplement your core holdings with these funds to diversify more broadly and focus on certain types of stocks and bonds.

NOTES: Net prospectus expense ratios were used. ²Total return figures are as of October 31. ³Five year returns are annualized. ⁴Actions available only through the fund company. 4.25% sales charge. NA: Not available or not applicable.

SOURCES: Lipper, Morningstar and fund companies

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