How Asset Allocation Portfolios Work

An asset allocation portfolio provides instant diversification by investing in multiple mutual funds through a single investment. The mix of stock, bond and money market mutual funds is based on the objectives for each asset allocation portfolio.

Key Benefits

Instant, broad diversification in a single investment.

Professionally managed by an expert team.

No-load funds let more of your money work for you.

Need help deciding? Select a target-risk or target-date
portfolio with our Fund Finder slider tool

Diversification does not assure a profit nor does it protect against loss of principal.