Yield Beyond Bonds

Diversified Income

The Diversified Income Strategy seeks to provide yield in excess of intermediate-term high quality bonds, while sustaining principal over time. It is important to note that there is equity risk in this portfolio, and that seeking higher yield may incur greater risk. This strategy is typically appropriate for an investor seeking to fulfill or supplement current need for income with a low-to-moderate tolerance for risk.

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Focused Income

The Focused Income Strategy seeks higher yield than Diversified Income, while taking somewhat more portfolio risk. This strategy is typically appropriate for an investor seeking to fulfill or supplement need for current income with a moderate tolerance for risk.

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Focused Income

The Focused Income Strategy seeks higher yield than Diversified Income, while taking somewhat more portfolio risk. This strategy is typically appropriate for an investor seeking to fulfill or supplement need for current income with a moderate tolerance for risk.

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View Strategy Review >