4 / 5 Stars
4 4 2 1 2
Zacks Investment Research
Standard & Poor's
4 / 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 20.25 percent over the past year, and 11.03 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation plus current income. The fund expects to invest (directly or indirectly through mutual funds and/or exchange-traded funds ("ETFs")) most of its total assets in equity securities (e.g., stocks) that pay current dividends and that the Adviser or a Sleeve Subadviser believes have the potential for capital appreciation, although it may invest a portion of its assets (generally less than twenty percent) in fixed income securities. It may invest in domestic securities as well as securities of non-U.S. issuers, including investments in emerging markets.
Fees are Low compared to funds in the same category.
ESG Managers® Growth and Income Portfolio Fund has an expense ratio of 0.87 percent.
Risk is Average compared to funds in the same category according to Morningstar.