ESG Managers® Growth and Income Portfolio Fund

Scorecard
4 / 5 Stars
Lipper
4 4 2 1 2
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

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.

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Performance

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%
1 Year 20.3%
3 Years (Annualized) 11.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

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.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pax World Funds