Infographics

The muni bond advantage

With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.

Municipal bonds may be one solution, particularly for higher income earners.

Last update: January 2020

Why diversify? Market leadership changes

In dynamic financial markets, the performance of investments can change frequently

Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.

Data is as of 12/31/18

Diversify with a single fund

With a globally diversified portfolio, Putnam Dynamic Asset Allocation Balanced Fund can benefit from many asset classes while avoiding market extremes.

Data as of 12/31/18

Traditional funds can experience the roller coaster of market highs and lows

Markets can go up or down at any time, and traditional strategies have few tools to spare investors from short-term volatility.

Learn about diversifying with absolute return strategies

Data as of 12/31/17

Up and down markets are not symmetrical

After a market drawdown, it takes a larger upswing to get back on track.

Understand the math of market risk

Data as of 12/31/17