Source: Wells Fargo Investment Institute, as of September 30, 2021. IG = investment grade. DM = developed markets. EM = emerging markets. TIPS = Treasury Inflation-Protected Securities.
Hedge Funds, Managed Futures, Real Estate, and Private Equity funds are not appropriate for all investors and are only open to “accredited” or “qualified” investors within the meaning of U.S. securities laws. Equity, fixed income, foreign, cash alternatives, and alternative investments are materially different investments with materially different risk and reward characteristics. These risk and reward characteristics should be evaluated carefully before making any investment decision.
- Certain asset classes can be appropriate under different circumstances or for different investment objectives.