2 / 5 Stars
2 1 2 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 in Aggressive Allocation
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 16.71 percent over the past year, 10.94 percent over the past three years, 12.69 percent over the past five years, and 5.00 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.3%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||12.7%|
|10 Years (Annualized)||5.0%|
The investment seeks long term capital appreciation and current income, assuming a moderate level of investment risk. The fund seeks to achieve its objectives by investing in a portfolio of both equity and fixed income securities. It will invest primarily in companies with market capitalizations of $1 billion or more. Fixed income securities include corporate debt obligations, U.S. government obligations and shares of ETFs that invest primarily in corporate debt obligations and U.S. government obligations.
Fees are Low compared to funds in the same category.
FBP Appreciation & Income Opportunities has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.