Also keep in mind that flexible bond strategies have the potential to outperform in rising and flat interest rate environments, and can help
provide meaningful diversification, which may reduce overall volatility in a portfolio.
The option writing strategies, unlike the low - vol strategies, do not load on either the BAB or value factors, indicating that the buy — write strategies and low - vol strategies can be blended together to
gain meaningful diversification benefits for investors seeking low - volatility solutions.
Also keep in mind that flexible bond strategies have the potential to outperform in rising and flat interest rate environments, and can help provide
meaningful diversification, which may reduce overall volatility in a portfolio.
Adding dividend or REIT funds will not add
any meaningful diversification.