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Helping financial professionals navigate through market volatility

Educate Clients

In times of volatility, timing the market may seem tempting. But doing so is impossible and may be a costly mistake.
Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.
History shows fixed-income returns have been resilient after negative years.
Staying invested despite geopolitical events can pay off in the long run.
A downturn could actually be good news for long-term investors—if they have a plan.
After significant declines, US stocks have tended to break even quickly.

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.
Is all the talk about dividend-paying stocks just a fad? Or is there real merit to the dividend argument, particularly at this point in market history?

Managing Investor Anxiety

4 Steps for Guiding Clients Through Anxiety
The three signs of investor anxiety and how you can help your clients manage it.
Avoid costly, panic-driven investment decisions during a crisis and remain focused on the long term
When volatility strikes, you can address how clients feel as well as how they invest
How to Help Prevent Your Inner Alarm System From Hurting Your Investment Results
OVERALL
(as of 1/31/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 438, 438, 404 and 294 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.

438 Products | Moderately Conservative Allocation Category
Based on Risk-Adjusted Returns
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, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 259, 259, 236 and 176 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.

259 Products | Muni National Interm Category
Based on Risk-Adjusted Returns
OVERALL
(as of 1/31/2024)
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 184, 184, 165 and 130 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.

184 Products | Global Bond Category
Based on Risk-Adjusted Returns
227280

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