2 / 5 Stars
1 1 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 115 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 15.40 percent over the past year, 8.57 percent over the past three years, 12.48 percent over the past five years, and 4.62 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.0%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||4.6%|
The investment seeks current income and long-term growth of capital. 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 Low 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.