Advantus Strategic Dividend Income Fund

Class Inst (VSDIX)

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.24 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 5.5%
1 Year 6.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks above average income and long-term growth of capital, with reduced volatility compared to broader equity markets, as a secondary objective. Under normal market conditions, the adviser primarily invests in dividend-paying equity securities, including common and preferred stocks of utilities, infrastructure-related, real estate-related and other companies. Typically, the adviser allocates 50% or more of the fund's total assets to real estate securities ("Real Estate Securities"). The fund also may invest up to 25% of its total assets in the securities of master limited partnerships ("MLPs").

Fees

Fees are Above Average compared to funds in the same category.
Advantus Strategic Dividend Income Fund has an expense ratio of 0.95 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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