Delaware Wealth Builder Fund* Quarterly commentary March 31, 2018 Market Review. Equity markets began 2018 with one of the strongest starts to a year in recent memory. However, in early February, a sudden and volatile selloff led markets to give back their year-to-date gains and then some.
The fund's 30-day standardized yield is calculated over a trailing 30-day period using the yield to maturity on bonds and/or the dividends accrued on stocks. It may not equal the fund's actual income distribution rate, which reflects the fund's past dividends paid to shareholders. Fact Sheet as of 09/30/2019 The iShares Core MSCI EAFE ETF seeks to track the investment results of an index composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. WHY IEFA? 1Exposure to a broad range of companies in Europe, Australia, Asia, and the Far East
Fund Overview A differentiated approach to asset allocation targeting strong after-inflation returns. By focusing on out of mainstream asset classes and a value-oriented, contrarian investment process, this fund may help investors enhance their long-term return potential while also improving portfolio diversification, reducing volatility and adding an explicit inflation buffer. Click on the Fund Fact Sheets below to download the latest fund information from AIG Funds. AIG Focused Dividend Strategy Fund Uses a proprietary rules-based process to invest in up to 30 high dividend-yielding stocks from the Dow Jones Industrial Average and the Russell 1000 index. Nov 30, 2019 · Learn about VAPCX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Start a 14-day free trial to Morningstar Premium to unlock our ... Federated Capital Income Fund MULTI-ASSET Top Holdings (%) Investors should carefully consider the fund’s investment objectives, risks, charges and expenses before investing. To obtain a summary prospectus or prospectus containing this and other informa-tion, contact us or visit FederatedInvestors.com. Please carefully read the summary ...
Delaware Wealth Builder Fund* Quarterly commentary March 31, 2018 Market Review. Equity markets began 2018 with one of the strongest starts to a year in recent memory. However, in early February, a sudden and volatile selloff led markets to give back their year-to-date gains and then some. FUND STRATEGY The Fund seeks a high level of current income with a secondary objective of capital appreciation. The Fund pursues its objective by being flexible and tactically allocating among a diversified portfolio of dividend-paying stocks and bonds, including high yield bonds. Diversification does not assure a profit or protect against loss. The net expense ratio reflects fund expenses after the deduction of any waiver or reimbursement. If a fund has an active contractual expense limitation, the expiration date is shown below the gross and net expense ratio values above. Expense ratios are as of the most recent prospectus. For additional mutual fund data (such as sector / industry / country / regional / fund allocations of sources of value add, maturity / quality / market capitalization allocations) not currently shown on individual Fund webpages or the Fund Factsheet, please call JPM Shareholder Services desk at 1-800-480-4111. 1y 3y 5y 10y ; Total Return (%) Total return represents changes to the NAV and accounts for distributions from the fund. as of Dec 31, 2019 6.32 3.40 2.40 3.81 Return w/ Sales Charge (%) Returns with sales charge reflect the deduction of applicable contingent deferred sales charge (CDSC) for Investor C shares.