Pursuing a Smoother Investor Experience

Diversifying Sources of Return
Alternatives have historically delivered more stability to investors over various market cycles


Past returns shown do not guarantee future results.

Source: Morningstar. Data from 1/1/1994-12/31/2017. Stocks are represented by the S&P 500 Index, Bonds by the Barclays Aggregated Bond Index and Alternatives by the Credit Suisse Hedge Fund Index. It is not possible to invest directly in an index.

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