2 / 5 Stars
1 1 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#40 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 10.47 percent over the past year, 7.20 percent over the past three years, 15.40 percent over the past five years, and 4.06 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||4.1%|
The investment seeks capital appreciation; reasonable income and conservation of capital is a secondary consideration. The fund invests primarily in a combination of equity securities of large U.S. companies and high quality fixed income securities. It invests not less than 25% of its net assets in fixed income securities. The fund may invest up to 75% of its net assets in fixed income securities when, in the opinion of the Adviser, the prospective returns of equity securities appear to be lower or less certain than those of fixed income securities.
Fees are Above Average compared to funds in the same category.
Alpine Foundation Fund has an expense ratio of 1.28 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.