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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 124 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.77 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 22.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio. The fund operates as a fund of funds. Its asset allocation mix is expected to be 98% equities and 2% cash equivalent investments. The fund is expected to maintain at least 90% of its allocation to equities and up to a maximum of 10% in fixed income securities (including cash equivalents). It also may allocate significant assets to international equity markets: up to 45% to developed international markets and up to 35% to emerging markets.
Fees
Fees are High compared to funds in the same category.
GuidePath SM Strategic Asset Allocation Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
