Source: DST Systems, Inc. Dividend results based on the performance of the companies comprising the S&P 500 from 1926 to 2016. Past performance is no guarantee of future results. Investors cannot invest directly in any index. There are risks associated with investments in fixed-income securities, such as default risk, credit risk, and the risk of securities losing value in a rising interest rate environment. There is no guarantee that the issuers of dividend-paying securities will declare dividends in the future. The amount of the dividend paid by each security will vary. Past dividend payments are no guarantee of future dividend payment amounts. The stock prices of companies in the real estate industry are typically sensitive to changes in real estate values; property taxes; interest rates; cash flow of underlying real estate assets; occupancy rates; government regulations affecting zoning, land use and rents; and the management skill and creditworthiness of the issuer. Companies in the real estate industry may also be subject to liabilities under environmental and hazardous waste laws which could negatively affect their value.
Investing in stocks involves risks, including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and are subject to availability and change in price.