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Navigate the complexities of higher inflation

Educate Clients

The basics about the invisible thief that can impact your wallet and portfolio.
There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
After you factor in taxes and inflation, 12-month CDs have rarely offered a positive real return.

Market Perspectives

Central banks chart different paths, with different implications for the current cycle.
By getting out in front of Fed rate cuts and the flood of cash returning to the market, investors can take advantage of pockets of value found within tax-exempt municipal bonds.
Anticipating the end of Fed rate hikes may create opportunities for bond investors.
Persistent inflation data and some initially hawkish Fed policy commentary led market participants to price a higher-for-longer policy-rate backdrop.
While the market anticipates future rate cuts, bonds could stand to benefit.
Mixed economic data left market participants grappling with uncertainty regarding the timing and magnitude of Fed rate cuts.
Surprisingly strong economic growth, declining inflation, and easy financial conditions have buoyed an optimistic outlook.
ROUS, a systematic US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
Treasury yields rose sharply after stronger-than-expected economic data pushed out the expected timing of the Fed’s first rate cut. Consumer spending and corporate earnings stayed strong.
Elevated yields could prove advantageous for long-term bondholders.
OVERALL
(as of 5/31/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1102, 1102, 1039 and 808 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

1102 Products | Large Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 5/31/2024)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 449, 449 and 419 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

449 Products | Small Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 5/31/2024)
Overall, 5 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 680, 680, 633 and 420 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

680 Products | Foreign Large Blend Category
Based on Risk-Adjusted Returns
227374 HFA001455

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