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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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"). It also may invest up to 25% of its total assets in the securities of master limited partnerships ("MLPs").
