Large-Cap > Core
Thornburg Limited Term Income Fund
AFDRX
Jan 1, 2016
Investing in the vast and varied credit segment of the fixed-income market calls for in-depth knowledge and research resources. Lon Erickson, portfolio manager of the Thornburg Limited Term Income Fund, and his team of researchers screen for relative value among government and agency bonds, corporate bonds Out-Yielding and Out-SpreadingLarge-Cap > Core T. Rowe Price Corporate Income Fund AFDIX Jan 1, 2016 Investment- grade corporate bonds offer attractive opportunities to investors looking for additional yield over Treasuries but with lower rates of default than high yield bonds. However, analyzing and selecting from a large number of bonds issued by corporations in a variety of industries and countries requires experience and resources. David Investing in corporate bonds offers rewarding opportunities to investors who are prepared to do their homework. Timothy Smith, portfolio manager of the Hartford Short Duration Fund, complements two decades of experience with the analytical support of Wellington Management as he looks for income opportunities across industry sectors in order to Corporate bonds offer additional returns compared to government issued bonds, but selecting appropriate issuers requires considerable credit experience, especially when overseas issuers are concerned. Michael G. Wildstein, portfolio manager of the Delaware Corporate Bond Fund, and his team of researchers apply rigorous credit research to identify opportunities for income and Diversification with Closed-End Municipal FundsLarge-Cap > Core Robinson Tax Advantaged Income Fund AFDAX Jan 1, 2016 Municipal bonds are popular with investors seeking tax-free yields. At the same time, closed-end municipal bond funds trade at a discount to underlying securities, which creates an attractive opportunity for patient investors. Jim Robinson, portfolio manager of the Robinson Tax Advantaged Income Fund, employs an investment strategy based on the The TIAA-CREF Social Choice Bond Fund is a core, actively managed fixed income fund that provides investors broad fixed income market exposure with competitive market returns. Portfolio manager Stephen Liberatore explains how the Fund aligns investors’ principles with their holdings through the support of leaders in Environmental, Governance and Social Growth Through Dividend GrowersMulti-Cap > Value Copeland Risk Managed Dividend Growth Fund AFAVX Dec 12, 2015 Companies with a history of dividend growth and strong balance sheets tend to outperform markets when they are held for at least a three-to-five-year period. Combining fundamental and technical analysis, portfolio manager Mark Giovanniello screens for stocks that meet dividend, return-on-capital and price criteria for inclusion into the Copeland Risk Investors have a challenging task of balancing capital appreciation and income growth while seeking to preserve capital. Ron Arons and Collin Bell, managing directors within Goldman Sachs Asset Management with oversight of the Goldman Sachs Income Builder Fund, allocate dynamically across various assets in search of growth and yield, making Daniel Coleman, Portfolio Manager of Principal Equity Income Fund, believes that stock investing comes down to selecting good businesses. The true challenge, however, is identifying such companies and having the patience to invest when they are out of favor. With an investment process driven by extensive research, the fund selects In the world of equity income, investors are mostly driven by high quality in their stock selection. John Bailer, CFA, portfolio manager of the BNY Mellon Income Stock Fund, takes the investment process one step further by pursuing the most attractively valued sectors and securities in his search for companies |