MUTUAL FUND RESOURCE CENTER

Intelligent investments, Independent ideas.

FEATURED EXPERIENCES

dividendequities

fixfixedincome

shortduration

IDEAS & INSIGHTS

Educational Materials

Market Insights

briefhistory

Brief History of US Financial Markets shows the hypothetical growth of $10,000 since 1927, 10-year U.S. Treasury yields since 1952, recessionary periods and select historical events. 

HistoricalPerspective

Historical Perspective on Market Volatility lists the ten largest daily DJIA moves – both on the upside and downside – by point and percent, as well as the time it took to break even after a 20% decline in the index.

DJIA

While extreme market declines can be unsettling, this table and chart illustrate the DJIA's price performance for the subsequent one, three-, five- and 10-year periods after single-day declines greater than 5%.

perspective

While no one knows how this global pandemic will unfold or the potential longer-term economic consequences, we believe it is worthwhile to gain perspective on Past Viral Outbreaks.

100years

100 Years of Presidential Elections and U.S. Equity Returns illustrates U.S. equity returns for the last 26 Presidential election years and the subsequent year.

fear

Don’t Let Fear Sink Your Long-Term Returns illustrates the potential negative impact on total return should an investor move to the sidelines every time fear and uncertainty increase market volatility.

diversification

Importance of Diversification in Your Income Allocation: Absolute and relative returns can vary widely each year, potentially making it very difficult to correctly forecast top performers on a consistent basis. Therefore a well-diversified portfolio may have the potential to smooth volatility and increase risk-adjusted returns.

fear_small

Long-Term Investors Shouldn’t Fear Rising Rates discusses the environment during the last three periods of tightening monetary policy and the impact on total return before, during and after for several income-oriented asset classes.

upside

Upside of Downside Protection highlights how portfolios that lose less during periods of market declines generally have a greater ability to recover the losses. Compounding power is less impacted leaving the portfolio in a potentially better position when markets rebound.

Dividend-Paying Equities

performance

Dividend-Payers’ Performance Across Monetary Cycles: Traditional wisdom is turned on its head when returns for dividend-paying stocks are viewed from a longer-term perspective.

equal

Not All Dividend-Paying Stocks are Created Equal breaks down the S&P 500 Index by type of dividend-paying stock and highlights how dividends have historically provided an income cushion against market downturns.

compounding

Power of Compounding with Dividend Growing Equities: Harness the power of compounding with dividend growing equities and see how the effects may potentially be more pronounced.

power

Power of Dividend GrowthHypothetical illustrations of dividend growth versus absolute yield and the potential annual income generated on a $100,000 investment given various growth rates.

Fixed Income

FI_diversification

Power of Fixed Income Diversification illustrates how short duration high yield has the potential to help balance investors’ need for current income with the risk of interest-rate-driven price volatility.

highyield

Short Duration High Yield Performance in Periods of Rising Rates shows performance for various fixed income indexes when the yield on 10-year U.S. Treasuries rose 100 basis points for the last 20-plus years.  

5commonmistakes

Five common mistakes investors make when investing in fixed income and how active management can potentially add value to your portfolio.  

Real Estate Investment Trusts (REITs)

reits

Introduction to REITs is a general primer for the asset class as a whole, its characteristics as well as potential benefits and risks.

All products shown above may not be available within your firm. Please consult your financial advisor or contact an AAM Representative for more information.

Mutual fund investing involves risk, including the potential loss of principal.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of each Fund before investing. Each Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of each fund’s prospectus and summary prospectus by calling 888.966.9661.

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CRN: 2020-0316-8112 R