Wascx fund fact sheet

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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. View mutual fund news, mutual fund market and mutual fund interest rates. FCISX | A complete Franklin Income Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market ... 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.
 

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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 ... 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. View mutual fund news, mutual fund market and mutual fund interest rates. FCISX | A complete Franklin Income Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market ... Performance less than or equal to one year is cumulative. Effective April 11, 2016, the Calvert Global Water Fund changed its investment objective and principal investment strategies to track the Calvert Global Water Research Index and implement the Calvert Principles for Responsible Investment. You need to enable JavaScript to run this app. You need to enable JavaScript to run this app. Title: Franklin Conservative Allocation Fund Fact Sheet Author: muddin1 Subject: A single-page data sheet describing the Franklin Conservative Allocation Fund's objective, portfolio holdings and performance. 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 ...
 

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You need to enable JavaScript to run this app. You need to enable JavaScript to run this app. Strategy and process. Global benchmark: The fund starts with a globally diversified benchmark with more efficient exposures relative to a typical 80/20 benchmark. Tactical flexibility: The managers have the ability to tilt overall equity and fixed-income allocations +/-15% and shift exposures within each asset class. See Ivy Asset Strategy Fund (WASCX) mutual fund ratings from all the top fund analysts in one place. See Ivy Asset Strategy Fund performance, holdings, fees, risk and other data from Morningstar ... A mutual fund fact sheet is a basic three-page document that gives an overview of a mutual fund. For potential investors, this is a necessary and easy report to read before delving more deeply. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.

Mar 31, 2008 · WASCX: Ivy Asset Strategy C Fund Factsheet Filling Ivy Asset Strategy C (WASCX) Fund - Get Factsheet Filing, performance, management discussion, fund basics, investments, investment changes, financial statements, financial notes, portfolio holdings, fees & expenses for Ivy Asset Strategy C (WASCX) funds. View mutual fund news, mutual fund market and mutual fund interest rates. FCISX | A complete Franklin Income Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market ... 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. 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.

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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. WASCX | A complete Ivy Asset Strategy Fund;C mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Performance less than or equal to one year is cumulative. Effective April 11, 2016, the Calvert Global Water Fund changed its investment objective and principal investment strategies to track the Calvert Global Water Research Index and implement the Calvert Principles for Responsible Investment.