ABOUT THIS FUND
Value equity from Perkins and fundamental fixed income from Janus Henderson actively allocated in an effort to provide capital appreciation and current income while minimizing downside risk. Allocation decisions are based on overall market risk and careful examination of individual security valuations across equity and fixed income markets.
WHY INVEST IN THIS FUND
Joint Bottom-Up Approach
The portfolio managers focus on minimizing downside risk using their own unique approaches to fundamental, bottom-up investing.
Income and Equity
Seeks to generate capital appreciation and current income from fundamental fixed income and high-quality equities.
Active Asset Allocation
Our portfolio managers make allocation decisions based on overall market risk and careful examination of individual security valuations across equity and fixed income markets.
Defensive Allocation, Favorable Outcome
Annualized Monthly Rolling Three-Year Performance as of 12/31/19
Past performance is no guarantee of future results.