3 / 5 Stars
3 3 2 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 123 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 14.75 percent over the past year, and 8.60 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.8%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation plus current income. The fund normally 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 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.