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Navigating the Fed's actions and their impact on client portfolios

Educate Clients

Understanding the impact of interest-rate changes on bond prices is crucial for effectively managing a fixed-income portfolio.
Changing interest rates may have a significant effect on fixed-income investments.
Cash has historically underperformed other fixed income asset classes one year after the Federal Reserve stops raising interest rates, especially when you consider the effects of inflation.
Fixed income comes in many flavors and can serve a variety of roles in a portfolio.
Rate hikes are meant to curb inflation, but could also impact your portfolio.

Market Perspectives

Waiting too long to rotate from cash into bonds could significantly diminish your returns.
When Fed policy changes, what could it mean for cash and bond investors?
Active fixed-income approaches have historically outperformed their passive counterparts and may add value by aligning with an investor’s objectives.
Inevitably, the current Fed rate-hiking cycle will end, providing opportunities for bond investors.
OVERALL
(as of 1/31/2024)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 535, 535, 494 and 359 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.

535 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns
OVERALL
(as of 1/31/2024)
Overall, 5 stars, 3-Year, 4 stars, and 5-Year, 5 stars, rated against 535, 535 and 494 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.

535 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns
OVERALL
(as of 1/31/2024)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 211, 211 and 199 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.

211 Products | Muni National Short Category
Based on Risk-Adjusted Returns
227496 HFA001456

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