2 / 5 Stars
4 4 2 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#72 in Aggressive Allocation
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.
The fund has returned 10.95 percent over the past year, 6.33 percent over the past three years, and 15.06 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||N/A|
The investment seeks growth of capital and current income. The fund invests primarily in exchange traded funds ("ETFs"), other open-end mutual funds, and closed-end funds. It invests in (i) underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers, or (ii) individual securities such as government bonds, corporate bonds, government agency bonds, and common stock that may provide capital appreciation.
Fees are Above Average compared to funds in the same category.
AdvisorOne Liahona Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.