First Pacific Low Volatility Fund

Class Inv (LOVIX)

U.S. News evaluated 120 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 14.67 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 0.9%
1 Year 14.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation and preservation of capital while lowering volatility. The fund normally invests primarily in common stocks of U.S. companies. It invests in large, medium and/or small capitalization securities, primarily with market capitalizations at the time of purchase of $2 billion or greater. Under normal circumstances, the fund will allocate a portion of its total assets to structured notes. It invests in exchange-traded funds and mutual funds that invest in domestic or foreign securities. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
First Pacific Low Volatility Fund has an expense ratio of 1.42 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Lee Financial Group Inc Funds